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Building 2MONTEREY MANAGEMENT GROUP LP

Map pinSAN FRANCISCO, CA
Phone415.399.5330
NotebookSEC #801-70945
Total AUM
$414M
Employees
42
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FERRY BUILDING
SUITE 375
SAN FRANCISCO
CA 94111
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
415.399.5330

ReceiptFinancials

Total AUM
$414M
Accounts
1
Discretionary
$414M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTHI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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