Investment adviser · CRD 110329
NEEDELMAN ASSET MANAGEMENT INC
Investment adviser filing (IA)
NEWPORT BEACH, CA, United States · Form ADV filed Aug 9, 2019
- Regulatory AUM
- $1.65M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $1,646,762 | 100.0% |
Filing source
Form ADV 1333731 · Aug 9, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Aug 9, 2019. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1301 DOVE STREET, SUITE 970NEWPORT BEACH, CA, 92660-2453, United States
CRD 110329
Filing source
Form ADV 1333731 · Aug 9, 2019 · 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.