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Building 2SHORECLIFF ASSET MANAGEMENT COMPANY LLC

Map pinNEWPORT BEACH, CA
Phone(949) 806-3980
NotebookSEC #801-128115
Total AUM
$1.4B
Employees
14
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 NEWPORT CENTER DRIVE
SUITE 1100
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(949) 806-3980
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
3
Discretionary
$1.4B
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$1.4B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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