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CONTEXT CAPITAL MANAGEMENT LLC

7724 Girard Avenue
Suite 300
La Jolla, California 92037
Tel: 858-481-3666

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About CONTEXT CAPITAL MANAGEMENT LLC

CONTEXT CAPITAL MANAGEMENT LLC, formally registered with the SEC as CONTEXT CAPITAL MANAGEMENT LLC. The firm was established in 08/26/2005. They have over 3 offices throughout the country.

CONTEXT CAPITAL MANAGEMENT LLC is a La Jolla, California based Financial Planning firm with nearly $2,579,641,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#115167
SEC#801-64700
Assets Managed by Firm$2,579,641,000
No. of Clients3
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total3$2,579,641,000

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