AAD CAPITAL MANAGEMENT L.P.

SOLANA BEACH, California·2 registered advisors·CRD# 134246
SEC# 801-63926858-427-1434
01

Firm Overview

AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at AAD CAPITAL MANAGEMENT L.P.

2 registered advisors
Daniel Patrick Wimsatt
SOLANA BEACH, California
Meredith Hooke
SOLANA BEACH, California
05

Office Locations

SOLANA BEACH, California
2 advisors

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Data sourced from SEC Form ADV filings. AAD CAPITAL MANAGEMENT L.P. (CRD# 134246) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.