Pasadena Private Wealth is a fund manager in Pasadena with $855.07 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
824823358
SEC advisor number
801-112999
FINRA CRD number
295178
AUM ?
$855.07 mm
(as of 29 Aug 22)
Accounts
1,177
(as of 29 Aug 22)
Employees
12
(11 investment advisory or research)
Address
Pasadena Private Wealth
2 N. LAKE AVE.
STE 520
PASADENA
CA 91101
2 N. LAKE AVE.
STE 520
PASADENA
CA 91101
Phone
626-993-9300
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| Pasadena Private Wealth, LLC | $855.07 mm | |
| Pasadena Private Equity Fund 1 LP | $690.00 k | Private Equity Fund |
| Pasadena Private Real Estate Fund 1 LP | $30.00 mm | Real Estate Fund |
| Pasadena Private Real Estate Fund 2 LP | $12.08 mm | Real Estate Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21
13F-HR
Quarterly holdings report by institutional manager
9 Aug 21
13F-HR
Quarterly holdings report by institutional manager
30 Apr 21
13F-HR
Quarterly holdings report by institutional manager
9 Feb 21
13F-HR
Quarterly holdings report by institutional manager
9 Nov 20
13F-HR
Quarterly holdings report by institutional manager
5 Aug 20