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Building 2SIDOXIA CAPITAL MANAGEMENT, LLC

Map pinNEWPORT BEACH, CA
Phone949-258-4322
NotebookSEC #801-133930
Total AUM
$149M
Employees
2
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2901 W. COAST HIGHWAY
SUITE 200
NEWPORT BEACH
CA 92663
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
949-258-4322

ReceiptFinancials

Total AUM
$149M
Accounts
269
Discretionary
$149M
Accounts
269
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$20.2M
HNW Individual Clients
45
AUM
$104.6M
Pooled Vehicle Clients
1
AUM
$941.7K
Charitable Organization Clients
2
AUM
$23.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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