Advisor at Capital United Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital United Investments LLC
Location
Yucaipa, CA 92399
Credentials
Series 65
Industry experience
5 years
2.0% annual management fee, payable quarterly in arrears
$250 per hour
20% of gains exceeding an 8.0% hurdle rate net of expenses, subject to high water mark, calculated annually and deducted with fourth quarter fee
Capital United Investments LLC
2020 - Present (6 years)
Austin Todd DBA Capital United
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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