Investment adviser · CRD 109627

CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

SAN DIEGO, CA, United States · Form ADV filed Mar 27, 2013

Regulatory AUM
$1.73B
Form ADV · Item 5.F
Client accounts
37
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
7
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Mar 27, 2013. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

600 WEST BROADWAY, SUITE 2900
SAN DIEGO, CA, 92101, United States

CRD 109627

Filing source

Form ADV 716547 · Mar 27, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.