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CORAL TREE MANAGEMENT, LP
11911 San Vicente Blvd
Suite 245
Los Angeles, California 90049
Tel: 424-268-9990
About CORAL TREE MANAGEMENT, LP
CORAL TREE MANAGEMENT, LP, formally registered with the SEC as CORAL TREE MANAGEMENT, LP. The firm was established in 05/03/2021. They have over 1 offices throughout the country.
CORAL TREE MANAGEMENT, LP is a Los Angeles, California based Financial Planning firm with nearly $494,327,922 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313118 |
| SEC# | 801-121135 |
| Assets Managed by Firm | $494,327,922 |
| No. of Clients | 2 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $494,327,922 |
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