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Building 2LITFUND

Map pinMILL VALLEY, CA
Phone(415) 720-2613
NotebookSEC #801-134051
Total AUM
$289.7M
Employees
3
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 NORTH KNOLL ROAD, SUITE 9
MILL VALLEY
CA 94941
United States
Operating Hours
9-5
Monday - Friday
Phone
(415) 720-2613

ReceiptFinancials

Total AUM
$289.7M
Accounts
6
Discretionary
$58.8M
Accounts
2
Non-Discretionary
$230.9M
Accounts
4

ContactClients

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Pooled Vehicle Clients
6
AUM
$289.7M

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

None reported

HandshakeAffiliates

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

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