Cabezon Investment Group, LLC is a related adviser based in San Francisco. It manages $35.39 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.
Cabezon Investment Group provides portfolio management for individuals and small businesses. 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 Cabezon Investment Group, LLC is $35.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% 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 Cabezon Investment Group, 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.
The only and largest group of clients of Alana Ladah Aldag is high net worth individuals with 1 clients and $35.39 million of assets under management. Among the 2 most similar advisory firms, Cabezon Investment Group has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $35.39 million for 1 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cabezon Investment Group doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Alana Ladah Aldag has been acting as President since 1 Feb 2011. Llc Figure Asset Management joined the executive team most recently as the Member.
The principal office where Cabezon Investment Group, LLC performs its advisory services is located at 650 California Street, San Francisco, CA 94108, 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 628-236-5823 or by fax 415-449-3462. The normal business hours are 6:30 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at cabezoninvest.com.