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Building 2GOANNA CAPITAL MANAGEMENT LLC

Map pin
Phone551-800-2775
NotebookSEC #801-123677
Total AUM
$1.9B
Employees
19
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
551-800-2775
Other Offices
1

ReceiptFinancials

Total AUM
$1.9B
Accounts
57
Discretionary
$1.9B
Accounts
57
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
57
AUM
$1.9B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ADMINISTRATIVE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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