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Building 2NEOSHO CAPITAL LLC

Map pinLA JOLLA, CA
Phone858 657 9040
NotebookSEC #801-62907
Total AUM
$183.5M
Employees
4
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4250 EXECUTIVE SQUARE
SUITE 545
LA JOLLA
CA 92037
United States
Operating Hours
9AM TO 5PM PST
Monday - Friday
Phone
858 657 9040
Other Offices
1

ReceiptFinancials

Total AUM
$183.5M
Accounts
75
Discretionary
$177.1M
Accounts
58
Non-Discretionary
$6.4M
Accounts
17

ContactClients

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Individual Clients
28
AUM
$81.2M
HNW Individual Clients
15
AUM
$27.9M
Corporation or Business Clients
3
AUM
$74.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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