Cliffwood Partners, LLC is a large advisory firm based in Los Angeles. It manages $241.86 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Cliffwood Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cliffwood Partners, LLC is $241.86 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cliffwood Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cliffwood Partners, LLC performs its advisory services is located at 11726 San Vincente Blvd, Los Angeles, CA 90049, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-442-0370 or by fax 310-442-0371. The normal business hours are 7:00 a.m. - 5:00 p.m. on Monday - Friday.