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Building 2GROUP 11

Map pinBEVERLY HILLS, CA
Phone424-253-3360
NotebookSEC #801-125809
Total AUM
$1.4B
Employees
7
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9440 S. SANTA MONICA BLVD
SUITE 555
BEVERLY HILLS
CA 90210
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
424-253-3360

ReceiptFinancials

Total AUM
$1.4B
Accounts
15
Discretionary
$1.4B
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
15
AUM
$1.4B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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