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Building 2SOUTHWEST VALUE PARTNERS

Map pinSAN DIEGO, CA
Phone858-480-2900
NotebookSEC #801-74277
Total AUM
$66.4M
Employees
34
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12770 EL CAMINO REAL
SUITE 200
SAN DIEGO
CA 92130-2008
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
858-480-2900
Other Offices
1

ReceiptFinancials

Total AUM
$66.4M
Accounts
1
Discretionary
$66.4M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$66.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATN

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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