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Building 2AZTLAN EQUITY MANAGEMENT, LLC

Map pinMCLEAN, VA
Phone01-703-47-8020
NotebookSEC #801-121682
Total AUM
$851.1M
Employees
10
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1751 PINNACLE DRIVE
SUITE 600
MCLEAN
VA 22102-3831
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
01-703-47-8020
Other Offices
1

ReceiptFinancials

Total AUM
$851.1M
Accounts
15
Discretionary
$517.1M
Accounts
14
Non-Discretionary
$334M
Accounts
1

ContactClients

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Individual Clients
2
AUM
$1.5M
HNW Individual Clients
4
AUM
$107.6M
Investment Company Clients
9
AUM
$408M
Other Clients
1
AUM
$334M
Description of Other Clients
NON-DISCRETIONARY

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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

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