Christopher Donnelly
Christopher Donnelly is a registered investment advisor at Pacific Rock Capital, LLC, based in Cardiff By the Sea, CA, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $5.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Rock Capital manages a pooled investment fund and charges fees as follows:
- Management Fee: 1.5% of the beginning capital account balance each year.
- Performance Allocation: 20% of the Fund's net profits each calendar year, subject to a loss carry-forward provision (High Water Mark).
Location
120 Birmingham Drive, Suite 120 D, Cardiff By the Sea, CA, 92007
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Pacific Rock Capital, LLC
State Registrations1 state
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.