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Building 2ROW ASSET MANAGEMENT, LLC

Map pinNEWPORT BEACH, CA
Phone949-478-8300
NotebookSEC #801-78326
Total AUM
$2.5B
Employees
20
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 NEWPORT CENTER DRIVE
SUITE 420
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
949-478-8300
Other Offices
1

ReceiptFinancials

Total AUM
$2.5B
Accounts
14
Discretionary
$2.5B
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
12
AUM
$2.3B
Corporation or Business Clients
2
AUM
$218.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CA

HandshakeAffiliates

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

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