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Building 2LANE42

Map pinSANTA MONICA, CA
Phone(212) 970-5740
NotebookSEC #801-132605
Total AUM
$2B
Employees
26
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 WILSHIRE BOULEVARD
SUITE 900
SANTA MONICA
CA 90401-1449
United States
Operating Hours
9 AM - 6 PM
Monday - Friday
Phone
(212) 970-5740
Other Offices
1

ReceiptFinancials

Total AUM
$2B
Accounts
3
Discretionary
$2B
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$2B

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
CANY

HandshakeAffiliates

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

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