Calabazas Creek Advisors, LLC
RIASEC Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$1M
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 281058
- Website
- calabazascreek.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Calabazas Creek Advisors, LLC is an individually owned advisory LLC that serves primarily individual and family clients. The firm operates on a percentage-of-assets fee model and provides discretionary portfolio management alongside publishing periodic commentary or newsletters. It reports no active engagement with ESG investing and is not organized as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Han-chung Lee
FounderCRD 5149553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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