Aad Capital Management L.P. is an adviser based in Solana Beach. It manages $41.11 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Aad Capital Management 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.
The assets under management (AUM) of Aad Capital Management L.P. is $41.11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% 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 Aad Capital Management L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Aad Capital Management L.P. performs its advisory services is located at 420 Stevens Avenue, Solana Beach, CA 92075, 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 858-427-1434 or by fax 858-350-5171. The normal business hours are 6am - 3pm on Monday - Friday. You can find more information about the New York firm at www.aadcapital.com.