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Building 2OTAY VILLAGE III MANAGER, LLC

Map pinCARLSBAD, CA
Phone760-918-8200
NotebookSEC #801-121615
Total AUM
$205.6M
Employees
3
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1903 WRIGHT PLACE
STE 220
CARLSBAD
CA 92008
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
760-918-8200

ReceiptFinancials

Total AUM
$205.6M
Accounts
2
Discretionary
$205.6M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$205.6M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Performance-Based
Other Compensation
FUNDS ADMINISTRATION COST

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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