Investment adviser · CRD 164752

ZAVALA, RICALDO

Investment adviser filing (IA)

DEL MAR, CA, United States · Form ADV filed Mar 10, 2014

Regulatory AUM
$299M
Form ADV · Item 5.F
Client accounts
15
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
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 10, 2014. View historical filings

Reported services

Individual portfolio management

Compensation

Performance-based

Principal office

5980 RANCHO DIEGUENO ROAD
DEL MAR, CA, 92014, United States

CRD 164752

Filing source

Form ADV 795810 · Mar 10, 2014 · 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.