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Building 2KB OPPORTUNITY INVESTORS

Map pinNEWPORT BEACH, CA
Phone949-417-6500
NotebookSEC #801-45821
Total AUM
$7B
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 NEWPORT CENTER DR., SUITE 1300
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:30 A.M. TO 5:30 P.M.
Monday - Friday
Phone
949-417-6500

ReceiptFinancials

Total AUM
$7B
Accounts
43
Discretionary
$5.7B
Accounts
39
Non-Discretionary
$1.4B
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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