CA
CA

Christopher Antonio

6 Years of Experience
Mill Valley, CA

Christopher Antonio is a registered investment advisor at Dipsea Capital, LLC, based in Mill Valley, CA, with 6 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
5 clients
Average Client Portfolio
$20.6M average
Assets Under Management
$103.0M

Fee Structure

Investment management only (planning not offered)

Dipsea Capital offers investment management services. Qualified clients pay an annual fee of 1% of the value of their portfolio, plus a 20% performance fee based on how much the portfolio's value increases. If the portfolio value drops, the client doesn't pay a new performance fee until the portfolio reaches its previous highest value.

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Location

591 Redwood Highway, Suite 3280, Mill Valley, CA, 94941

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher acts as a sponsor, general partner, or managing member of Dipsea Capital Fund LP.

Employment History
Current Registrations
Dipsea Capital, LLC
May 2019 - Present · 7 yrs
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.