Adviser Profile
| As of Date | 07/25/2025 |
| Registration status | Registration Changed to SIDOXIA CAPITAL MANAGEMENT, LLC |
| ADV Location | NEWPORT BEACH, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 126,676,610 |
| of that, discretionary | 126,676,610 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 573,197 |
| % High Net Worth | 47.25% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1