Wagonhound Investments, L.P. (Rancho Santa Fe)
Wagonhound Investments, L.P. is a large advisory firm based in Rancho Santa Fe. It manages $226 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.
Wagonhound Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Wagonhound Investments: assets under management
The assets under management (AUM) of Wagonhound Investments, L.P. is $226 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 265% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Wagonhound Investments, L.P. 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.
Indirect Owners
The SEC currently registers 10 indirect owners.Based in Rancho Santa Fe
The principal office where Wagonhound Investments, L.P. performs its advisory services is located at 6451 El Sicomero Street, Rancho Santa Fe, CA 92067 The mailing address of the firm is Po Box 2828, Del Mar, CA 92014. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-759-4545 or by fax 858-756-6542. The normal business hours are 7am to 4pm on Monday - Friday.
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