Investment adviser · CRD 145975

SOLEDAD INVESTMENT MANAGEMENT, LLC

Investment adviser filing (IA)

SAN DIEGO, CA, United States · Form ADV filed Mar 30, 2016

Regulatory AUM
$2.53M
Form ADV · Item 5.F
Client accounts
6
Accounts, not individual clients
Employees
3
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: Mar 30, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

12555 HIGH BLUFF DRIVE, STE 180
SAN DIEGO, CA, 92130, United States

CRD 145975

Filing source

Form ADV 1005358 · Mar 30, 2016 · 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.