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Building 2LEVASSEUR CAPITAL PARTNERS LLC

Map pinNEWPORT BEACH, CA
Phone949-729-1700
NotebookSEC #801-73072
Total AUM
$127.9M
Employees
4
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
610 NEWPORT CENTER DRIVE
SUITE 450
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
949-729-1700

ReceiptFinancials

Total AUM
$127.9M
Accounts
3
Discretionary
$127.9M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$52.1M
Pooled Vehicle Clients
2
AUM
$75.8M

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
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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