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Building 2300 NORTH CAPITAL

Map pinPASADENA, CA
Phone626-449-8500
NotebookSEC #801-47993
Total AUM
$487.5M
Employees
12
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 NORTH LAKE AVE.
SUITE #210
PASADENA
CA 91101
United States
Operating Hours
7:00AM-4:00PM
Monday - Friday
Phone
626-449-8500

ReceiptFinancials

Total AUM
$487.5M
Accounts
16
Discretionary
$487.5M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled 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 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 14 other businesses.

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