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Building 2SOTEIRA CAPITAL, LLC

Map pinIRVINE, CA
Phone9493878150
NotebookSEC #801-71825
Total AUM
$16.7M
Employees
3
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19200 VON KARMAN
600
IRVINE
CA 92612
United States
Operating Hours
7:00 AM - 4:00 PM PST
Monday - Friday
Phone
9493878150

ReceiptFinancials

Total AUM
$16.7M
Accounts
20
Discretionary
$16.7M
Accounts
20
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
18
AUM
$14.7M
Pooled Vehicle Clients
1
AUM
$1M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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