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Building 2CAPITALWORKS INVESTMENT PARTNERS LLC

Map pinSAN DIEGO, CA
Phone619-615-1000
NotebookSEC #801-56584
Total AUM
$619.3M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
402 WEST BROADWAY 25TH FLOOR
SAN DIEGO
CA 92101
USA
Operating Hours
6 AM TO 4 PM
Monday - Friday
Phone
619-615-1000

ReceiptFinancials

Total AUM
$619.3M
Accounts
14
Discretionary
$619.3M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Pending Civil ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAILWA

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

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