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Building 2LIGHTSPEED FACTION

Map pinPALO ALTO, CA
Phone408-239-9940
NotebookSEC #801-126648
Total AUM
$432.6M
Employees
8
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 PAGE MILL ROAD
PALO ALTO
CA 94304
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
408-239-9940

ReceiptFinancials

Total AUM
$432.6M
Accounts
5
Discretionary
$432.6M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$432.6M

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 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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