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Building 2SW ASSET MANAGEMENT LLC

Map pinNEWPORT BEACH, CA
Phone949-207-6313
NotebookSEC #801-71945
Total AUM
$399.4M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 CORPORATE PLAZA DRIVE
SUITE 130
NEWPORT BEACH
CA 92660
United States
Operating Hours
6:00 AM - 3:00 PM PST
Monday - Friday
Phone
949-207-6313

ReceiptFinancials

Total AUM
$399.4M
Accounts
4
Discretionary
$399M
Accounts
3
Non-Discretionary
$407.8K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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

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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