Cgkl Ventures, LLC is a large advisory firm based in El Segundo. It manages $473.76 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.
Cgkl Ventures provides portfolio management for pooled investment vehicles and market timing services. 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 Cgkl Ventures, LLC is $473.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% 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 Cgkl Ventures, 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 principal office where Cgkl Ventures, LLC performs its advisory services is located at 222 N. Sepulveda Blvd., El Segundo, CA 90245, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-414-7870 or by fax 310-414-7872. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at paccoastcapital.com.