Citron Capital, LLC is an adviser based in Beverly Hills. It manages $21.09 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of California.
Citron Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Citron Capital, LLC is $21.09 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 Citron Capital, 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 only and largest group of clients of Citron Capital is pooled investment vehicles with 1 clients and $21.09 million of assets under management. Among the 0 most similar advisory firms, Citron Capital has the 0th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $21.09 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Citron Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Citron Capital, LLC performs its advisory services is located at 3316 Clerendon Road, Beverly Hills, CA 90210, 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 760-214-0655. The normal business hours are 6-2 on Monday - Friday. You can find more information about the New York firm at citronfund.com.