Investment adviser · CRD 133975

GIVEN CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

CARMEL, CA, United States · Form ADV filed Feb 22, 2012

Regulatory AUM
$38.7M
Form ADV · Item 5.F
Client accounts
115
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 22, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

200 CLOCKTOWER PLACE, SUITE E-208
CARMEL, CA, 93923, United States

CRD 133975

Filing source

Form ADV 614501 · Feb 22, 2012 · 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.