Investment adviser · CRD 128439

HARRISON - DE CHARON, L.L.C.

Investment adviser filing (IA)

SAN DIEGO, CA, United States · Form ADV filed Mar 30, 2015

Regulatory AUM
$186M
Form ADV · Item 5.F
Client accounts
543
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9915 MIRA MESA BLVD., SUITE 140
SAN DIEGO, CA, 92131-7003, United States

CRD 128439

Filing source

Form ADV 903276 · Mar 30, 2015 · 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.