Unclaimed Profile

James Sae Oh

PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC·MANHATTAN BEACH, California

Clean recordPACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC

1230 ROSECRANS AVENUE, MANHATTAN BEACH, CA 90266CRD# 7801651Firm CRD# 311351

Profile Verification

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

Identity

James Sae Oh · MANHATTAN BEACH, CA

Registration

CRD #7801651 · PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Sae Oh is a registered financial advisor based in MANHATTAN BEACH, California, affiliated with PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: PORTFOLIO COMPANY SERVICE LEVEL FEES AND TRANSACTION FEES

Regulatory

SEC/IARD CRD# 7801651

Firm CRD# 311351

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Sae Oh offer?

James Sae Oh specializes in Retirement Planning. Contact their office in MANHATTAN BEACH, California for a consultation.

What are James Sae Oh's credentials?

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

Where is James Sae Oh located?

James Sae Oh is based in MANHATTAN BEACH, California, working with PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.

How does James Sae Oh charge for services?

James Sae Oh's firm is compensated through percentage of aum, performance-based fees, other: portfolio company service level fees and transaction fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC?

PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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