They can be contacted via phone at (408) 867-4750 for pricing, hours and directions. 14601 S Bascom Ave, Los Gatos, CA 95032. No searches yet. NEW PROMOTION: Through this method, the firm analyzes the stock market from a range of approaches, which may include technical and macroeconomic factors. Address: 20665 4th Street, Suite 201, Saratoga, CA, 95070, United States: State: CA: City: Saratoga: Region: North America: Country: United States Our system found no disciplinary alerts. Why does your firm believe in offering commission-based services to clients? 408-441-8400, Is this your firm? 20665 4th St Saratoga CA 95070 (408) 647-2096. What does this mean and why is it important? There was an error. Scion Asset Management does not have anydisclosuresof legal or regulatory action, according to its most recently filed Form ADV. . Scion Asset Management, LLC (Scion Asset Management) is a Hedge Fund Manager located in Saratoga, CA United States, North America. . Complete submission text file. <> We have not verified it and make no guarantee, warranty or representation about it. We'll automatically create a free account for you. L E I. Mailing Address 20665 4TH STREET SUITE 201 SARATOGA CA 95070. Business Address 20665 4TH STREET SUITE 201 SARATOGA CA 95070 408-441-8400. 408-867-2727. 250 Blossom Hill Rd, Los Gatos, CA 95032. Questions to ask A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. If you have any questions or suggestions regarding this matter, you are welcome to contact our customer support team. Hmm, there seems to have been an error sending your message. manage $237,971,170 in 4 accounts and Privacy Policy . Just tell us what you need and we'll send you a shortlist of properties matching your unique needs. The advisory also believes in using fundamental analysis methods to assess market conditions from a holistic standpoint. This is not an offer to buy or sell any security or interest. genMid.ML81814926_19_6. (866) MY-DIGSY (693-4479), Photography, Videography, & Virtual Tours. We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. xWrHwIRCO:;PQ H$*PrZ Scion Asset Management also says it works to provide clients with a diverse mix of portfolio opportunities it believes will increase their chances of investment success. Coffee. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. New to LoopNet? What does this mean and why is it important? Flexible Term & Floor Plans endobj Office Location. Premier Downtown Saratoga Location Financial plans and investment portfolios are always unique to the client's personal financial situation. How many times did it occur? The Office Property at 20665 4th St, Saratoga, CA 95070 is currently available For Lease. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. What does this mean? . SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. Public filings of Darkwand LLC at Scion Asset Management LLC located in Saratoga, CA. The brand names, logos, images and texts are the property of these third parties and their respective owners. To find the right advisor for you, Investing is one of the biggest ways to save for retirement. 20665 4th Street. INFORMATION TABLE. We will be in touch soon. Read our Safety & Security Promise. There are no guarantees that working with an adviser will yield positive returns. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. SWFI is a minority-owned organization. Request proposals for help with your financial concerns. What is the company website? To communicate or ask something with the place, the Phone number is (408) 867-2727. Can I see a map location and get driving directions? All rights reserved. 7 0 obj Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Private Parking. Scion Asset Management is a fund manager in Saratoga with $638.9M assets under management. While Scion Asset Management advises clients across a variety of portfolio sizes, the average client balance is currently $59.5 million. Additionally, all private investment funds are based in the Cayman Islands or Delaware. Scion Asset Management may also adjust the fee for clients or investors through a separate agreement, without notifying the other clients or investors in a fund. For further detail, see our articles on different types of advisors and financial advisor services. SCION CAPITAL GROUP, LLC is a California Limited-Liability Company - Ca filed on December 17, 2008. Questions to ask PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. By clicking "Log In," I agree to LoopNet's. But for private investment funds, the firm says it deducts asset-based fees from the investors capital account in advance and on a monthly basis. Please. Firm performs side-by-side management with accounts that have differing fee structures. Does your firm, or anyone associated with the firm, practice as a law firm? Firm or related person receives soft-dollar benefits in connection with client securities transactions. BusinessYab is not a booking agent, and does not charge any service fees to users of our site. Location. Scion Asset Management currently serves clients in the following states: CA, TN. Be truthful - this review will help other consumers as well as the business. As a result, we do not support personal reviews on the site. She had lacked exam skills and struggled with memory and techniques, and improved greatly after having had several session. The firm also describes its approach as one that seeks out undervalued securities when conducting investment research. 20665 4th Street, Suite 201 Saratoga, CA 95070: Source: Associated Funds; Scion Asset . What does this mean and why is it important? Supplementary information may be provided by listed advisors or their representatives. The username or password you entered is incorrect. 20665 4th Street, Suite 201. The Registered Agent on file for this company is Jonathan Hallam and is located at 20665 4th Street Suite 201, Saratoga, CA 95070. Residents at 20665 4th St, Saratoga CA: Advanced Reproductive Care (408) 867-2727, Fergus A Corbett, Jill M Cregan. There are no reviews yet! Read through our introductory course to financial advisors. RMJR Tax and Accounting 20665 4th Street Saratoga, CA 95070 (669) 256-0100 $ 6/14/2018. Rare Ground Floor Suite! DARKWAND, LLC is a California Foreign Limited-Liability Company filed on November 16, 2020. No affiliation or endorsement, express or implied, is provided by their use. On the street of 4th Street and street number is 20665. Founded in 2013, Scion Asset Management is a multi-strategy hedge fund manager based in Saratoga, California. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Gas. If you forgot your password, click to reset it. Order Online. Sovereign Wealth Fund Institute (SWFI) is a global organization designed to study sovereign wealth funds, pensions, endowments, superannuation funds, family offices, central banks and other long-term institutional investors in the areas of investing, asset allocation, risk, governance, economics, policy, trade and other relevant issues. Resend Confirmation, 20665 Fourth St, Saratoga, CA 95070, Space/Suite Partial Floor 2 Suite 201 - Property for Lease, Give us a call! This data is then run through our proprietary Trust Algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. Be specific about your experience and the services that were provided. serve the financial needs of clients across 2 states (or territories). Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The company is headquartered in Saratoga, California. If someone asks you not to send these emails to them, please comply. You and your advisors should conduct a careful, independent investigation of the property to determine to your satisfaction the suitability of the property for you needs. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Breakwater Investment Management, Personal Financial Planning, Concert Financial Planning, Invictus Timing Service, Retirement Plan Advisors, Was this page helpful? 2008-2023 Sovereign Wealth Fund Institute. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? You'll only need to enter these one time. What does this mean and why is it important? matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. Please enter a valid email address. : Saratoga, CA. Financial Advisors at Scion Asset Management, LLC. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. Website. Questions to ask What does this mean and why is it important? The firm's website is not secure by modern internet standards. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. Find company research, competitor information, contact details & financial data for Scion Asset Management, LLC of Saratoga, CA. The information may be inaccurate, incomplete or outdated. Add photo Advanced Reproductive Care. Will any of my assets be invested in those products? Want to save time finding more properties matching your needs? 20665 4th St Ste 201, Saratoga, California, 95070, United States (408) 441-8400. . Scion Capital LLC is a company that operates in the Financial Services industry. Go. We will automatically send your friend a one-time email inviting him or her to visit the site. For example, front-running is when a financial professional buys or sell securities ahead of their client. 2023 BusinessYab.com All Rights reserved. IMG_2020. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. LoopNet has taken a strong stance against the practice of sending unsolicited commercial emails, also known as "spam." Luthman Virginia in Saratoga, reviews by real people. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Get competitive proposals from multiple advisors. Neighbors, Property Information, Public and Historical records. Ample Open Office Area SCION ASSET MANAGEMENT, LLC. ?Jjck|(sm D. Please try again. Advanced Reproductive Care. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Available November 1, 2021, NEW RATE $2.95 FULL SERVICE Which securities does your firm trade for itself that it will also be recommending to me? 15375. endobj How do I get to the address at 20665 4th St Ste 201? In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. They Nonclassifiable Establishments, Management Consulting Services Business Consulting Services, Statement & Designation By Foreign Corporation, Financial Planning Consultants & Services, Event Planning Services for Non-Profit Organizations, Custom Computer Programming Services, Alternative Medicine Physicians & Surgeons, Computer Software, Software Design & Development, Web Site Design, Web Site Developers, Medical, Dental, and Hospital Equipment and Supplies Merchan, Medical, Dental, and Hospital Equipment and Supplies Merchant Wholesalers; Medical, Dental, and Hospital Equipment and Supplies, 5047 - Medical, Dental, and Hospital Equipment and Supplies, ADAMSON REPRODUCTIVE HEALTH INSTITUTE, INC, Adt-24 HR Activation & Sales, Beckman Walter PHD, CASTELLO & GARCIA DEVELOPMENT CORPORATION, Alejandro Garcia. %PDF-1.4 This page contains links to SmartAssets financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. Venture Capital & Private Equity, Finance, 20665 4th St Ste 201, Saratoga, California, 95070, United States. 2013-04-08 - 2019-02-17 Addition of officer JONATHAN HALLAM, agent. 2013-04-08 Incorporated. Scion Asset Management. Summer Camps, Tutoring Centers, Vocational . 1 MONTH FREE PER YEAR OF TERM FOR DEALS SIGNED BY 9/30/22 What does this mean? The Office Property at 20665 4th St, Saratoga, CA 95070 is currently available For Lease. No. To find an advisor that does, consider using SmartAssets free financial advisor matching service. What does this mean and why is it important? What does this mean? What does this mean? 8 0 obj Photo Jul 12, 10 36 22 AM. To learn more about different types of pricing models, see our article on how much a financial advisor costs. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. It employs 6-10 people and has $5M-$10M of revenue. 17 0 obj What does this mean and why is this important? Besides Burry, the firms management includes Chief Operating Officer and Chief Compliance Officer Zaeed Kalsheker, Chief Financial Officer George Serra and Chief Administrative Officer Jonathan Hallam. Let us know. If you live near Saratoga, you can stop by the firms office to speak with a representative. Hotels. <> 12980 Saratoga Ave, Saratoga, CA 95070. As noted above, this firm does not manage money for individuals. Scion Asset Management, LLC is a fee-only firm headquartered in Saratoga, California. 7 Listings found. For the Scion Value G7 fund, however, the firm requires a minimum account size of $500,000. Note: To send this property to multiple individuals, insert a semi-colon between each recipient's email address. How do these benefits affect the firms selection of a broker-dealer partner? Questions to ask Recommended Reviews. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns).

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