1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2EPIC FUNDS

Map pinMANHATTAN BEACH, CA
Phone720-593-6399
NotebookSEC #801-123204
Total AUM
$166.5M
Employees
5
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1112 OCEAN DRIVE
SUITE 200
MANHATTAN BEACH
CA 90266
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
720-593-6399

ReceiptFinancials

Total AUM
$166.5M
Accounts
9
Discretionary
$166.5M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
9
AUM
$166.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account