Investment adviser · CRD 305756

O2FUNDS

Investment adviser filing (IA)

O2FUNDS.INC

WALNUT, CA, United States · Form ADV filed Nov 21, 2019

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
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: Nov 21, 2019. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

340 S LEMON AVE, #3068
WALNUT, CA, 91789, United States

CRD 305756

Filing source

Form ADV 1344660 · Nov 21, 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.