Unclaimed Profile

William Joseph Burns

MAKENA CAPITAL MANAGEMENT, LLC·MENLO PARK, California

Clean recordMAKENA CAPITAL MANAGEMENT, LLC

2755 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 6559445Firm CRD# 156855

Profile Verification

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

Identity

William Joseph Burns · MENLO PARK, CA

Registration

CRD #6559445 · MAKENA CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Joseph Burns is a registered financial advisor based in MENLO PARK, California, affiliated with MAKENA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MAKENA CAPITAL MANAGEMENT, LLC

AUM

$23.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MAKENA CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Other: CARRIED INTEREST

Regulatory

SEC/IARD CRD# 6559445

Firm CRD# 156855

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Joseph Burns offer?

William Joseph Burns specializes in Retirement Planning, Wealth Management. Contact their office in MENLO PARK, California for a consultation.

What are William Joseph Burns's credentials?

William Joseph Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Joseph Burns located?

William Joseph Burns is based in MENLO PARK, California, working with MAKENA CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does William Joseph Burns charge for services?

William Joseph Burns's firm is compensated through percentage of aum, performance-based fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAKENA CAPITAL MANAGEMENT, LLC?

MAKENA CAPITAL MANAGEMENT, LLC has approximately 85 employees and manages $23.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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