Unclaimed Profile

James H Hanna

NORTH REEF CAPITAL MANAGEMENT LP·LAGUNA BEACH, California

Clean recordNORTH REEF CAPITAL MANAGEMENT LP

851 S. COAST HWY, LAGUNA BEACH, CA 92651CRD# 4561694Firm CRD# 311056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James H Hanna · LAGUNA BEACH, CA

Registration

CRD #4561694 · NORTH REEF CAPITAL MANAGEMENT LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James H Hanna 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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

NORTH REEF CAPITAL MANAGEMENT LP

AUM

$3.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORTH REEF CAPITAL MANAGEMENT LP →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4561694

Firm CRD# 311056

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James H Hanna offer?

James H Hanna specializes in Investment Management, Retirement Planning. Contact their office in LAGUNA BEACH, California for a consultation.

What are James H Hanna's credentials?

James H Hanna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James H Hanna located?

James H Hanna 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 James H Hanna charge for services?

James H Hanna'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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