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Building 2GERRITY INVESTMENTS II, LLC

Map pinCARLSBAD, CA
Phone760-804-8600
NotebookSEC #801-67289
Total AUM
$197.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5973 AVENIDA ENCINAS
SUITE 300
CARLSBAD
CA 92008-4479
USA
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
760-804-8600

ReceiptFinancials

Total AUM
$197.9M
Accounts
1
Discretionary
$197.9M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Performance-Based
Other Compensation
CERTAIN DIRECT COSTS ARE REIMBURSED BY THE CLIENT.

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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

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