300 North Capital, LLC is a large advisory firm based in Pasadena. It manages $487.47 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
300 North Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of 300 North Capital, LLC is $487.47 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay 300 North Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Moynihan Turpin has been acting as President since 1 Mar 2007. Jennifer Anne Mccabe joined the executive team most recently as the Svp, Chief Financial Officer.
The principal office where 300 North Capital, LLC performs its advisory services is located at 300 North Lake Ave., Pasadena, CA 91101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 626-449-8500 or by fax 626-395-5546. The normal business hours are 7:00am-4:00pm on Monday - Friday. You can find more information about the New York firm at 300northcapital.com.