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Building 2CHARLOTTE CAPITAL, LLC

Map pinCHARLOTTE, NC
Phone704-246-2420
NotebookSEC #801-58093
Total AUM
$241.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
PROVIDENCE PARK, SUITE 110
10800 SIKES PLACE
CHARLOTTE
NC 28277
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
704-246-2420

ReceiptFinancials

Total AUM
$241.5M
Accounts
16
Discretionary
$241.5M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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