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Financial Advisor

$5MM AUM | $35,000 GDC in Santa Monica, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Santa Monica, CA, US
12 Month Gross Revenue
$35,000
Number of Accounts
5
Avg Client Age
55

Overview

For ten years I managed $150 million in US Equities for an Endowment in North Carolina and later for a RIA in Santa Monica, CA. For five years after this I managed a small long//short equity hedge fund. AUM were around $10 million before we closed the fund in 2012. I want to look into buying a small firm or possibly joining one. The numbers below in the questionnaire are from the hedge that was closed.

 
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