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Barry Jason Simon

CADEN CAPITAL PARTNERS, LP·SANTA MONICA, California
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3015 MAIN STREET, SANTA MONICA, CA 90405CRD# 7464029Firm CRD# 317442
01

About

Barry Jason Simon is a registered financial advisor based in SANTA MONICA, California, affiliated with CADEN CAPITAL PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CADEN CAPITAL PARTNERS, LP
CADEN CAPITAL PARTNERS, LP
AUM
$416M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CADEN CAPITAL PARTNERS, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7464029
Firm CRD# 317442
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barry Jason Simon offer?
Barry Jason Simon specializes in Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Barry Jason Simon's credentials?
Barry Jason Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Jason Simon located?
Barry Jason Simon is based in SANTA MONICA, California, working with CADEN CAPITAL PARTNERS, LP. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Barry Jason Simon charge for services?
Barry Jason Simon'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 CADEN CAPITAL PARTNERS, LP?
CADEN CAPITAL PARTNERS, LP has approximately 5 employees and manages $416M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CADEN CAPITAL PARTNERS, LP

Yulia Nmn Perruzzi
SANTA MONICA, CA

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Research
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