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Daniel Mariano Locasto

NORTH REEF CAPITAL MANAGEMENT LP·LAGUNA BEACH, California
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851 S. COAST HWY, LAGUNA BEACH, CA 92651CRD# 6206082Firm CRD# 311056
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About

Daniel Mariano Locasto is a registered financial advisor based in LAGUNA BEACH, California, affiliated with NORTH REEF CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
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Firm Overview

Firm
NORTH REEF CAPITAL MANAGEMENT LP
NORTH REEF CAPITAL MANAGEMENT LP
AUM
$3.3B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NORTH REEF CAPITAL MANAGEMENT LP →
Services
Portfolio management (pooled investments)
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6206082
Firm CRD# 311056
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Mariano Locasto offer?
Daniel Mariano Locasto specializes in Investment Management, Retirement Planning. Contact their office in LAGUNA BEACH, California for a consultation.
What are Daniel Mariano Locasto's credentials?
Daniel Mariano Locasto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Mariano Locasto located?
Daniel Mariano Locasto is based in LAGUNA BEACH, California, working with NORTH REEF CAPITAL MANAGEMENT LP. Their office serves clients in the LAGUNA BEACH metropolitan area and surrounding communities.
How does Daniel Mariano Locasto charge for services?
Daniel Mariano Locasto's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH REEF CAPITAL MANAGEMENT LP?
NORTH REEF CAPITAL MANAGEMENT LP has approximately 6 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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