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Building 2VARDEN PACIFIC LP

Map pin
Phone415-835-3880
NotebookSEC #801-76575
Total AUM
$412.9M
Employees
4
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM
Monday - Friday
Phone
415-835-3880

ReceiptFinancials

Total AUM
$412.9M
Accounts
4
Discretionary
$412.9M
Accounts
3
Non-Discretionary
$2
Accounts
1

ContactClients

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Pooled Vehicle Clients
3
AUM
$412.9M
Corporation or Business Clients
1
AUM
$2

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
MANAGES INVESTMENT ADVISORY ACCOUNTS ON A NON-DISCRETIONARY BASIS
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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