Annabelle Wong
Annabelle Wong is a registered investment advisor at Blue Lawn Asset Management LLC, based in San Francisco, CA, with 11 years of industry experience. Annabelle 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 $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Lawn Asset Management (BLAM) manages investments for a private fund and charges an asset-based management fee. Investors who invested before October 1, 2009, are charged 1% per year. Investors who invested after that date are charged 1.5% per year. BLAM also receives a performance-based incentive allocation of 20% of the fund's net profit.
Location
San Francisco, CA
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
Blue Lawn Asset Management LLC
Previous Registrations
Blue Lawn Asset Management LLC
True Bearing Asset Management LP
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.