Pavion Blue Capital is an investment advisor in Newport Beach with $306.03 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
834618956
SEC advisor number
801-117170
FINRA CRD number
301968
AUM ?
$306.03 mm
(as of 30 May 23)
Accounts
550
(as of 30 May 23)
Employees
4
(2 investment advisory or research)
Address
Pavion Blue Capital
777 S. ALAMEDA ST.
2ND FLOOR, SUITE 2020
LOS ANGELES
CA 90021
777 S. ALAMEDA ST.
2ND FLOOR, SUITE 2020
LOS ANGELES
CA 90021
Office hours
Monday - Friday, 6:30AM - 2:30PM
Phone
213-805-6699
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Oghigian, James, Martin | Chief Compliance Officer & Managing Member | 08/2019 | 25-50% |
Wong, Eric, Siang | Managing Member | 08/2019 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
27 Jan 22