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Building 2GIVEN CAPITAL MANAGEMENT, LLC

Map pinCARMEL, CA
Phone(831) 625-1530
NotebookSEC #801-64316
Total AUM
$38.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CLOCKTOWER PLACE
SUITE E-208
CARMEL
CA 93923
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
(831) 625-1530

ReceiptFinancials

Total AUM
$38.7M
Accounts
115
Discretionary
$37.8M
Accounts
111
Non-Discretionary
$906.9K
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
HOURLY CONSULTING/PORTFOLIO REVIEW
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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