GEORGINA ASSET MANAGEMENT LLC of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 107949). Regulatory assets under management: $357.8M.
Compensation: % of AUM, Fixed, Performance.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Robert Howard Lipp | MANAGING DIRECTOR; TRUSTEE | — |
| Anthony Lee Blueford | CHIEF COMPLIANCE OFFICER | — |
| LIPP ROBERT HOWARD | MANAGING DIRECTOR; MANAGING PRINCIPAL; TRUSTEE | — |
| NAVA KRISTINA LINDA | CHIEF COMPLIANCE OFFICER | — |
| LIPP DIANE | OWNER | — |
| SEETOO JOSEPH ALAN | DIRECTOR OF INVESTMENT RESEARCH | — |
| LIPP DIANE S MI ONLY | OWNER | — |
| Blueford Anthony Lee | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| KC TARGET OPPORTUNITY FUND I, LP | Venture Capital Fund | California | 35 | $518K | $25K |