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Building 2TOCCATA CAPITAL

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Phone+1 605 269 8889
NotebookSEC #801-132989
Total AUM
$50M
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
+1 605 269 8889

ReceiptFinancials

Total AUM
$50M
Accounts
2
Discretionary
$50M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Other Clients
1
AUM
$50M
Description of Other Clients
ENDOWMENT, SMA

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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