They can be contacted via phone at (408) 867-4750 for pricing, hours and directions. If you continue to see this message, your account may be locked due to too many failed attempts. Financial plans and investment portfolios are always unique to the client's personal financial situation. 20665 4th Street, Suite 201 Saratoga, CA 95070: Source: Associated Funds; Scion Asset Management LLC: Scion Asia LP: 252.7: . The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Scion also bet against Cathie Wood's Ark Innovation ETF, a growth fundthat produced returns of 86% between August 2020 and August 2021. endobj 20665 4th St Ste 202 Saratoga, CA 95070. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at Any projections, opinions, assumptions or estimates used are for example only and do not represent the current or future performance of the property. Campbell CA 95008-6541. If someone asks you not to send these emails to them, please comply. 20665 4th St Suite 201 Saratoga US-CA US 95070. The investor.com website utilizes verified data from reputable sources, which includes the Securities and Exchange Commission (SEC); however, it can vary from time to time. 15180. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. measures access to public transit. 20665 4TH STREET SUITE 201 SARATOGA CA 95070 SECURITIES AND EXCHANGE COMMISSION FORM 13F-HR Initial quarterly Form 13F holdings report filed by institutional managers Filing Date: 2021-08-16 | Period of Report: 2021-06-30 SEC Accession No. Recommended Reviews. For the Scion G7 and Scion G7 Offshore funds, the firm generally requires a $1 million minimum investment. (3 Yr MIN TERM) https://www.scionasset.com/ Be polite - give feedback in a constructive way. The firm may also use leverage and derivative strategies to increase the rate of client success. Grocery. What does this mean? By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Scion Asset Management implements an investing approach that aims to simultaneously diversify their clients portfolios and increase clients success rate. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. Youll generally have two options if youre interested in opening an account with Scion Asset Management. Read through our introductory course to financial advisors. 2013-04-08 - 2019-02-17 Addition of officer JONATHAN HALLAM, agent. A put is a bet that a security will go down in price. A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. What happened? Direct links to the EDGAR source material. What does this mean and why is it important? stream What does this mean? 2023 PitchBook. 14601 S Bascom Ave, Los Gatos, CA 95032. Matt Furman was the tutor for our daugther for her ISEE test. 20665 4th Street, Suite 201. Contact Cushman & Wakefield for more information. The contact details listed below are missing from your profile and are required to proceed. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Popular Searches. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Class A Office Interiors Claim this business (408) 647-2096. Saratoga, CA 95070 Registration Jurisdiction SEC Form CRS (Client Relationship Summary) View Filing: SEC Filings View Filings: verified_user Trust . Scion Asset Management, LLC (Filer) CIK: 0001649339 (see all company filings) IRS No. Scion Asset Management also mandates a $1 million minimum for the Scion Asia fund. See a problem? 20665 4th St, Saratoga CA owners history, phone number, price, property <> 20665 4TH STREET SUITE 201 SARATOGA CA 95070 Telephone number at this location: 408-441-8400. . CA; TN; Item 3 Form of Organization. Coffee. endobj Firm or a related person trades securities for themselves that they also recommend to their clients. About . If you forgot your password, click to reset it. For separately managed accounts, the firm requires management fees to be calculated and paid in arrears on a quarterly basis. 12980 Saratoga Ave, Saratoga, CA 95070. Available November 1, 2021, NEW RATE $2.95 FULL SERVICE However, firm professionals may nullify such transactions if they pose a conflict of interest for clients. 50>!B3\GY!.tTV.(* P* Error occurred with your registration, please try again. We look further into the companys client base below. Our system has identified the following conflict alerts. Neighbors, Property Information, Public and Historical records. www.scionasset.com. Certified accolades including investor.com Star Rating Badge are only available to firms participating in investor.coms paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded investor.com Star Rating Badge certified accolades. One-Time Checkup with a Financial Advisor, Council for Community and Economic Research. Which securities does your firm trade for itself that it will also be recommending to me? This information has been obtained from sources believed reliable. 0001567619-21-010281.txt. View competitors, revenue, employees, website and phone number. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Advertisement. Questions to ask We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Shopping. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. SUITE 103: 1,895 SF Contact Us . Scion Asset Management currently serves clients in the following states: CA, TN. For further detail, see our articles on different types of advisors and financial advisor services. Excellent Access to Highways 85, 17 & 9 PROPERTY HIGHLIGHTS: (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 87403A107 (CUSIP Number) Michael J. Burry c/o Scion Asset Management, LLC 20665 4th Street, Suite 201 Saratoga, CA 95070 Telephone: (408) 441 8400 (Name, Addre. Let us know. External Public Records. Why doesnt your firm use a secure website? 20665 4th Street. What does this mean? Does your firm, or anyone associated with the firm, practice as a law firm? 15375. In total, Scion Asset Management manages $238.0 million in assets. This could also limit the number and diversity of investment options available and may impact their transferability. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management. Scion Asset Management manages $238.0 million and provides investment advisory services for 4 clients (1:2 advisor/client ratio). SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. 20665 4th St, Saratoga, CA - MapQuest We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Photo Jul 12, 10 33 59 AM. How do I get to the address at 20665 4th St Ste 201? Does your firm perform side-by-side management? Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities. Questions to ask 2016 Wealthminder, Inc. All rights reserved. What does this mean? INFORMATION TABLE. Website. Saratoga, CA Yellow Pages for (408) 867-4XXX Numbers - CallerSmart Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Financial Advisors at Scion Asset Management, LLC. Find company research, competitor information, contact details & financial data for Scion Asset Management, LLC of Saratoga, CA. IMG_2012. Scion Asset Management also says it works to provide clients with a diverse mix of portfolio opportunities it believes will increase their chances of investment success. Luthman Virginia in Saratoga, reviews by real people. Website. It employs 6-10 people and has $5M-$10M of revenue. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. 20665 4th St, Saratoga, CA 95070 - 20665 4th Street | LoopNet % We give you the access and tools to invest like a Wall Street money manager - at a Main Street price. 4th. Michael Burry | AUM 13F Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Scion Asset Management, LLC (Filer) CIK: 0001649339 (see all company filings) IRS No. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Please. What does this mean? Registration on or use of this site constitutes acceptance of our terms of use agreement which includes our privacy policy. JONATHAN HALLAM, agent; MICHAEL J BURRY; Registry Page . SCION ASSET MANAGEMENT, LLC Form ADV Details as of 2022-05-06 Scion Asset Management Review | SmartAsset.com Incorporated. Get the latest business insights from Dun & Bradstreet. Scion Asset Management, LLC Company Profile | Saratoga, CA PPP Loan Data Software Developers Inc, Saratoga, CA - FederalPay Bike Score, {{ getErrorText(feedbackForm.starRating, 'rating') }}, {{ getErrorText(feedbackForm.msg, 'rating') }}, {{ getErrorText(feedbackForm.fname, 'first name') }}, {{ getErrorText(feedbackForm.lname, 'last name') }}, {{ getErrorText(feedbackForm.phone, 'phone number') }}, {{ getErrorText(feedbackForm.phonex, 'phone extension') }}, {{ getErrorText(feedbackForm.email, 'email address') }}, You can provide feedback any time using the Help, Passwords is too common or does not have at least 8 characters, This email address is already in use. Ample On-Site Parking To communicate or ask something with the place, the Phone number is (408) 867-2727. How does your firm mitigate them? They The companys Form ADV lists all fiveas pooled investment vehicles. SWFI facilitates sovereign fund, pension, endowment, superannuation fund and central bank events around the world. endobj Is your firm affiliated with a law firm in any capacity? Weve sent an email to to verify you. Does your fim accept soft-dollar benefits? A high-rise property at 20665 4th Street, Saratoga, California. View Filing. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Best Financial Advisors in Saratoga, California - Wiseradvisor.com Flexible Term & Floor Plans The advisory also believes in using fundamental analysis methods to assess market conditions from a holistic standpoint. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. This email address is already in use. Saratoga, CA Tax Preparation | CPA - RMJR Tax and Accounting Errors are noted below: Thanks for reaching out. LEI Registration Details. We'll automatically create a free account for you. 20665 Fourth St, Saratoga, CA, Suite Partial Floor 2 Suite 201 has 397 SF of Commerical Real Estate Office Space for Lease on Digsy. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. Questions to ask The Office Property at 20665 4th St, Saratoga, CA 95070 is currently available For Lease. Potential clients should note that Scion Asset Management retains the authority to shift their clients investment activities without providing notice. We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Will any of my assets be invested in those products? Summer Camps, Tutoring Centers, Vocational . *SEC data last verified March 29, 2023. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. For help making a concrete plan to achieve your retirement goal, consider hiring a financial advisor. <> Lender: Itria Ventures LLC. Complete submission text file. T Z}}n4g~fNv"3UdQ{O#I1 g.)nz@IZr-P{. IMG_2020. What conflicts arise from this relationship? Address: 20665 4TH St Ste 201 Saratoga, CA, 95070-5879 United States 7. What does this mean and why is it important? While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. (866) MY-DIGSY (693-4479), Photography, Videography, & Virtual Tours. Photo Jul 12, 10 36 22 AM. serve the financial needs of clients across 2 states (or territories). . Scion Asset Management only provides discretionary investment advice to five clients in total. AJ TUTORING - 39 Photos - 20665 4th St, Saratoga, CA - Yelp All rights reserved. EDGAR Filing Documents for 0001567619-21-010281 - SEC Questions to ask Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. People Also Viewed. 17 0 obj Excellent Window Line The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Be truthful - this review will help other consumers as well as the business. Sids Saratoga CA - Sids, Saratoga CA Sids, Saratoga CA Redman Family Counselors Inc: Redman Janet PHD, Rayna Lumbard, LMFT, InnerSuccess Transformations. . Brochures. BusinessYab is not a booking agent, and does not charge any service fees to users of our site. Scion Capital Inc. Scion Capital LLC . Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research. Be specific about your experience and the services that were provided. Find Best Western Hotels & Resorts nearby Sponsored. We will be in touch soon. CA 95070, Space/Suite Partial Floor 2 Suite 201 - Property for Lease. endobj No affiliation or endorsement, express or implied, is provided by their use. Taxes, fees not included for deals content. Will anyone that was involved be involved with my accounts in any capacity? SCION ASSET MANAGEMENT, LLC. What does this mean? The firm also describes its approach as one that seeks out undervalued securities when conducting investment research. What does this mean and why is it important? 10867. 20665 4th St Ste 204 Saratoga, CA 95070 . Sovereign Wealth Fund Institute and SWFI are registered trademarks of the Sovereign Wealth Fund Institute. What does this mean? Get competitive proposals from multiple advisors. Scion Asset Management does not have anydisclosuresof legal or regulatory action, according to its most recently filed Form ADV. investor.com is not endorsed by or affiliated with the SEC or FINRA. Other third-party content, logos and trademarks are owned by their perspective entities and used for informational purposes only. 20665 4TH STREET SUITE 201 SARATOGA CA 95070 Phone. . Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. The phone number for Advanced Reproductive Care is (408) 867-2727.
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