Coral Tree Management, Lp
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Overview
Coral Tree Management, Lp is a financial advisor company that has its headquarters in Los Angeles, California. The firm has $466.9 million in assets under management over two accounts, placing it among the bigger financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 6 financial advisors. Coral Tree Management, Lp is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like stocks, bonds and options.
Coral Tree Management, Lp administers all of its accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell judgments without needing the customer's approval. The advisory firm supervises roughly $233.5 million for every account. The average financial advisor at Coral Tree Management, Lp oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The firm's main office is located at 11911 San Vicente Blvd, Los Angeles, California 90049. It is allowed to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Coral Tree Management, Lp by the Numbers
$466.9 million
7
2
$233.5 million
Fee Structure
A financial advisor's fees largely depend on which services are offered. Fees charged by the firm can include the following fee types: asset-based or performance-based. Coral Tree Management, Lp does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its two customers, Coral Tree Management, Lp's biggest client type by number of accounts is pooled investment vehicles. None of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Coral Tree Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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