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Building 2LM CAPITAL GROUP, LLC

Map pinSAN DIEGO, CA
Phone619-814-1401
NotebookSEC #801-61100
Total AUM
$6.1B
Employees
20
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 B STREET
SUITE 3010
SAN DIEGO
CA 92101
United States
Operating Hours
8:00AM TO 4:00PM
Monday - Friday
Phone
619-814-1401

ReceiptFinancials

Total AUM
$6.1B
Accounts
38
Discretionary
$6.1B
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
1
AUM
$99.1M
Government Entity Clients
26
AUM
$5.6B
Investment Advisor Clients
1
AUM
$20.6M
Corporation or Business Clients
1
AUM
$0
Other Clients
10
AUM
$335.2M
Description of Other Clients
FOUNDATIONS/ENDOWMENTS

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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