Carl Svahn is a registered investment advisor at Rimrock Capital Management LLC, based in Irvine, CA, with 2 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rimrock Capital Management manages investments for private funds and separately managed accounts. Fees for managed accounts range from 0.25% to 2.00% of the value of your portfolio per year. Most managed accounts also pay an incentive fee, which may be up to 30% of profits. Fees are calculated monthly and invoiced quarterly.
Location
100 Innovation Drive, Suite 200, Irvine, CA, 92617-3040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rimrock Capital Management LLC
Foreside Financial Services, LLCBroker
State Registrations51 states
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