Advertisement. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. The company's filing status is listed as Active and its File Number is 202032610008. Scion Asset Management manages $238.0 million and provides investment advisory services for 4 clients (1:2 advisor/client ratio). Gas. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. SCION MASTER G7, L.P. 20665 4th St., Suite 201, Scion Asset . At BusinessYab our purpose is to help people find great local businesses like dentists, hair stylists, restaurants, bars, hotels, local businesses. The Registered Agent on file for this company is Jonathan Hallam and is located at 20665 4th Street Suite 201, Saratoga, CA 95070. Scion Asset Management also mandates a $1 million minimum for the Scion Asia fund. endobj What does this mean? Financial plans and investment portfolios are always unique to the client's personal financial situation. If youd like to create a successful investment portfolio and strategically allocate your assets, consider using our. 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. Didnt receive an email? Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Be specific about your experience and the services that were provided. What does this mean? 408-441-8400. Is your firm affiliated with a law firm in any capacity? or The address is 20665 4th St., Suite 201, Scion Asset Management LLC, Saratoga, US-CA, 95070, US. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. The Office Property at 20665 4th St, Saratoga, CA 95070 is currently available For Lease. What does this mean? Firm or a related person trades securities for themselves that they also recommend to their clients. Scion Asset Management, LLC (CRD# 167772) is a financial advisory firm headquartered in Saratoga, CA. Ebadat Residential Care Home. The username or password you entered is incorrect. measures access to public transit. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more. Scion Asset Management Investor Profile: Portfolio & Exits | PitchBook The firm says it bases its incentive allocation fees on each years performance. stream Terms of Service . Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Order Online. 17 0 obj Walk to Downtown Amenities What does this mean? : Ready to get started? 0001567619-21-010281.txt. www.scionasset.com. Office PROPERTIES IN . Website. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Venture Capital & Private Equity, Finance, 20665 4th St Ste 201, Saratoga, California, 95070, United States. Contact Cushman & Wakefield for more information. LoopNet disclaims any and all representations, warranties, or guarantees of any kind. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities. info@pitchbook.com; More . CA; TN; Item 3 Form of Organization. 397 SF | Show Pricing $ View Photos (1) AVAILABILITY DETAILS. SEC: 0001649339. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. The firm may also use leverage and derivative strategies to increase the rate of client success. 549300LETTK4EVLAY198. LoopNet has taken a strong stance against the practice of sending unsolicited commercial emails, also known as "spam." To find an advisor that does, consider using SmartAssets free financial advisor matching service. endobj 18951. manage $237,971,170 in 4 accounts and The firm's website is not secure by modern internet standards. <> SCION CAPITAL GROUP, LLC is a California Limited-Liability Company - Ca filed on December 17, 2008. The firm says that investors in the private investment fund may also include high-net-worth individuals, foundations, trusts, charitable organizations, family offices, a fund of hedge funds, corporations and businesses, pension plans and endowments. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. 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. 6-10 Kirby Street; London EC1N 8TS; United Kingdom; Asia-Pacific Headquarters. tips_and_updates Financial advisor education. Go. To communicate or ask something with the place, the Phone number is (408) 867-2727. While Scion Asset Management advises clients across a variety of portfolio sizes, the average client balance is currently $59.5 million. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. View competitors, revenue, employees, website and phone number. : PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. Saratoga, CA Yellow Pages for (408) 867-4XXX Numbers - CallerSmart Ample Open Office Area T Z}}n4g~fNv"3UdQ{O#I1 g.)nz@IZr-P{. Financial Advisors at Scion Asset Management, LLC. Become a Mission Supporter. It employs 6-10 people and has $5M-$10M of revenue. If you forgot your password, click to reset it. . Direct links to the EDGAR source material. EDGAR Filing Documents for 0001567619-21-010281 - SEC Incorporated. 20665 4th Street; Suite 201; Saratoga, CA 95070; . The map below shows states where this firm has explicit registration only. Terms of Use | Disclaimers | Privacy Policy. Food. Will anyone that was involved be involved with my accounts in any capacity? Find company research, competitor information, contact details & financial data for Scion Asset Management, LLC of Saratoga, CA. We apologize, but the feature you are trying to access is currently unavailable. Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. Please check back in a few minutes. If you continue to see this message, your account may be locked due to too many failed attempts. 20665 4th St Ste 202 Saratoga, CA 95070. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Youll generally have two options if youre interested in opening an account with Scion Asset Management. To find the right advisor for you, Investing is one of the biggest ways to save for retirement.
20665 4th street suite 201 saratoga, ca 95070
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