PRIVATE CLIENT LLC
PRIVATE CLIENT LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 145678). Regulatory assets under management: $40.0M.
Registration
- CRD: 145678
- SEC file number: 801-72717
- Type: Registered investment adviser
- Location: 6720 N SCOTTSDALE RD, STE 350, SCOTTSDALE, AZ, 85253
- Phone: 480-951-1340
- Latest filing: 2013-01-04
- Regulatory AUM: $40.0M
- Discretionary AUM: $40.0M
- Clients: 3
- Accounts: 239
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| WILKINSON CHRISTOPHER CHARLES | MEMBER | — |
| MORAN TIMOTHY DAMIEN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| OXFORD RICHARD L | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| PRECEDO FUND LP | Hedge Fund | — | 30 | $2.3M | $50K |
Fund service providers (1)
- administrator: FUND ASSOCIATES
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