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Daniel Mariano Locasto

NORTH REEF CAPITAL MANAGEMENT LP·LAGUNA BEACH, California
SIE, Series 56, Series 57TOClean recordNORTH REEF CAPITAL MANAGEMENT LP
851 S. COAST HWY, LAGUNA BEACH, CA 92651CRD# 6206082Firm CRD# 311056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Mariano Locasto · LAGUNA BEACH, CA
Registration
CRD #6206082 · NORTH REEF CAPITAL MANAGEMENT LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 56
Series 57TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NORTH REEF CAPITAL MANAGEMENT LP
CRD 311056 · SEC 801-126191
AUM
$3.3B
Regulatory assets under management
Employees
6
8 client accounts
Services offered by NORTH REEF CAPITAL MANAGEMENT LP
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at NORTH REEF CAPITAL MANAGEMENT LP →
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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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