MACROFOCUS PORTFOLIOS
VERNER, EDWARD ANTHONY Legal Name
Adviser information for MACROFOCUS PORTFOLIOS last updated from Form ADV on March 15th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Sole Proprietorship |
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Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 4 | $1.1M |
Non-Discretionary | 0 | $0 |
Total | 4 | $1.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | <5 | $1.1M |
HNW Individuals | <5 | $0 |
Banking or thrift institutions | <5 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 3 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPORTFOLIO MANAGEMENT ADVICE |
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Compensation | Fixed fees |
Identifiers
SEC RIA File Number | 801-70564 |
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SEC ERA File Number | 801-70564 |
SEC CIK Numbers | None |
SEC CRD Numbers | 151335 |
Legal Entity Identifier | None |
Principal Office
5520 E VISTA DEL ESTEANAHEIM
CA
United States
Monday - Friday, 9AM TO 5PM
Tel: 310-309-0678, Fax: None
Websites
Chief Compliance Officer
EDWARD VERNER
5520 E VISTA DEL ESTE
ANAHEIM
CA
United States
Tel:
310-309-0678
E*@****************T
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
VERNER, EDWARD, ANTHONY | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2009 | > 75% |