Scion Asset Management is a fund manager in Saratoga with $638.9M assets under management. We'll automatically create a free account for you. The headquarters of Scion Asset Management is 20665 4th Street, Suite 201. Be specific about your experience and the services that were provided. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. <> A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. Scion Asset Management, LLC (CRD# 167772) is a financial advisory firm headquartered in Saratoga, CA. 20665 4th St Saratoga CA 95070 (408) 647-2096. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more. American Sleep Medicine. The content displayed in the BusinessYab Directory consists of information from third parties, among others from publicly accessible sources, or from customers, who have a presentation page in our directory. 6/14/2018. Get reviews, hours, directions, coupons and more for Advanced Reproductive Care at 20665 4th St Ste 201, Saratoga, CA. That drama was followed in May of that year when Scion, in an SEC filing, revealed it was the owner of puts against 800,100 Tesla shares, worth roughly $534 million. Questions to ask SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. 3 Offices ?Jjck|(sm D. SEC.gov There are no guarantees that working with an adviser will yield positive returns. The firm also describes its approach as one that seeks out undervalued securities when conducting investment research. BusinessYab is not a booking agent, and does not charge any service fees to users of our site. 50>!B3\GY!.tTV.(* P* 5. 20665 4TH STREET SUITE 201 SARATOGA CA 95070 Telephone number at this location: 408-441-8400. . Hotels. The company is headquartered in Saratoga, California. SCION ASSET MANAGEMENT, LLC. 20665 4th St Ste 202 Saratoga, CA 95070. Questions to ask As a result, we do not support personal reviews on the site. Shopping. <> When it comes to risk, Scion Asset Management says it works to identify, measure and observe any risks that may affect a clients investments. 20665 Fourth St, Saratoga, CA, Suite Partial Floor 2 Suite 201 has 397 SF of Commerical Real Estate Office Space for Lease on Digsy. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. Office Furniture. Any projections, opinions, assumptions or estimates used are for example only and do not represent the current or future performance of the property. SWFI facilitates sovereign fund, pension, endowment, superannuation fund and central bank events around the world. The firm prefers to employ long/short, market-neutral, and activist strategies. Does your firm perform side-by-side management? 2008-2023 Sovereign Wealth Fund Institute. 20665 4TH STREET SUITE 201 SARATOGA CA 95070 Phone. 20665 4th St, Saratoga, CA - MapQuest 20665 4TH STREET SUITE 201 SARATOGA CA 95070 SECURITIES AND EXCHANGE COMMISSION FORM 13F-HR Initial quarterly Form 13F holdings report filed by institutional managers Filing Date: 2021-08-16 | Period of Report: 2021-06-30 SEC Accession No. More. Advanced Reproductive Care - Saratoga, CA 95070 - Yellow Pages All Rights Reserved. 397 SF | Show Pricing $ View Photos (1) AVAILABILITY DETAILS. The advisory also believes in using fundamental analysis methods to assess market conditions from a holistic standpoint. Questions to ask Freeagent Network, 20665 4th St, Saratoga, CA, Office Furniture All requests for updated information should also be reported directly to the SEC and/or FINRA. Michael Burry in Saratoga, CA - Bizapedia Profile LoopNet has taken a strong stance against the practice of sending unsolicited commercial emails, also known as "spam." Its important to note, however, that the private investment funds count as members of Scion Asset Mangements client base. What percentage of income does your firm receive from fees versus commissions? 14601 S Bascom Ave, Los Gatos, CA 95032. Registration on or use of this site constitutes acceptance of our terms of use agreement which includes our privacy policy. If you live near Saratoga, you can stop by the firms office to speak with a representative. Request proposals for help with your financial concerns. Visit Site The contact details listed below are missing from your profile and are required to proceed. They can be contacted via phone at (408) 867-4750 for pricing, hours and directions. Find Best Western Hotels & Resorts nearby Sponsored. Is your firm affiliated with a law firm in any capacity? As a Certified B Corporation, our focus is simple: people before profits. Questions to ask Will any of my assets be invested in those products? This data is then run through our proprietary Trust Algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. Scion Asset Management, LLC (Scion Asset Management) is a Hedge Fund Manager located in Saratoga, CA United States, North America. HZEH. However, firm professionals may nullify such transactions if they pose a conflict of interest for clients. SmartAssets services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. Employees. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. Scion Asset Management manages $238.0 million and provides investment advisory services for 4 clients (1:2 advisor/client ratio). What conflicts arise from this relationship? The address on file for this person is 20665 4th Street, Suite 201, Saratoga, CA 95070 in Santa Clara County. You can also set up an appointment with a financial advisor by calling the firm at (408) 441-8400. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx, A percentage of assets under your management, Portfolio management for pooled investment vehicles (other than investment companies). Advanced Reproductive Care, Inc. is in the Hospital and Health Services Consultant business. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. In total, Scion Asset Management manages $238.0 million in assets. What conflicts do I need to be made aware of? What does this mean? Find out what fees Scion Asset Management charges by checking out its Form CRS (Customer Relationship Summary), which lists the companys specific prices. What does this mean? Unlike HTTPS connections, HTTP connections are not encrypted. Photo Jul 12, 10 33 59 AM. More . Questions to ask What does this mean? Questions to ask 1 0 obj tips_and_updates Financial advisor education. Global Wealth Conferences - SWFI Event Series, 20665 4th Street, Suite 201, Saratoga, CA, 95070, United States. Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm. : 000000000 | State of Incorp. 95070-5879 #201: ADAMSON REPRODUCTIVE HEALTH INSTITUTE, INC: 95070-5879 #202: Aj Tutoring LLC: 95070-5879 #250: ATRON CORPORATION: Error occurred with your registration, please try again. Available Now Add photo Advanced Reproductive Care. If you continue to see this message, your account may be locked due to too many failed attempts. Potential clients should note that Scion Asset Management retains the authority to shift their clients investment activities without providing notice. To find the right advisor for you, Investing is one of the biggest ways to save for retirement. Scion Asset Management, LLC . This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Advertisement. manage $237,971,170 in 4 accounts and 13560 Saratoga Sunnyvale Road. The firm explains that it may expand or reduce clients investment strategies to strategically meet market conditions. By the end of June, Scion reportedly increased its bet against the electric car manufacturer, holdingput options on 1.1 millionTesla shares. The company's filing status is listed as Active and its File Number is 202032610008. Saratoga CA 95070-4835. Delaware. Scion Capital. Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research. Ready to get started? What does this mean and why is it important? 18951. . The firm may also use leverage and derivative strategies to increase the rate of client success. Be truthful - this review will help other consumers as well as the business. Flexible Term & Floor Plans 0001567619-21-010281.txt. No affiliation or endorsement, express or implied, is provided by their use. Please contact Customer Support at 1-800-613-1303. How many times did it occur? If you forgot your password, click to reset it. Questions to ask Do not rely solely on the information on this page. . L E I. PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. Firm or an affiliate actively engages in business as a law firm or lawyer. Get the latest business insights from Dun & Bradstreet. What does this mean? The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. You'll only need to enter these one time. Will anyone that was involved be involved with my accounts in any capacity? Available For Rent - Office. Scion Asset Management, LLC - SEC Filings - Fintel.io Matt Furman was the tutor for our daugther for her ISEE test. Youll generally have two options if youre interested in opening an account with Scion Asset Management. Financial plans and investment portfolios are always unique to the client's personal financial situation. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. See a problem? What is the phone number (408-867-4750) or fax number of Advanced Reproductive Care? Class A Office Interiors % Best Financial Advisors in Saratoga, California - Wiseradvisor.com Does your fim accept soft-dollar benefits? Scion Asset Management also mandates a $1 million minimum for the Scion Asia fund. IMG_2012. Company profile. The filing status is listed as Active. PDF Scion Asset Management, LLC Form 13F-HR Filed 2021-08-16 Contact Cushman & Wakefield for more information. Ample On-Site Parking As noted above, this firm does not manage money for individuals. 1st Floor, Ste 103 1 / 10. View detailed information and reviews for 20665 4th St in Saratoga, CA and get driving directions with road conditions and live traffic updates along the way. 2023 BusinessYab.com All Rights reserved. For incentive allocation fees, Scion Asset Management will earn up to a 20% share in the appreciation amount of each clients account. Residents at 20665 4th St, Saratoga CA: Advanced Reproductive Care (408) 867-2727, Fergus A Corbett, Jill M Cregan. Darkwand LLC | AUM 13F Whitepages is the most trusted online directory. matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. What does this mean? To communicate or ask something with the place, the Phone number is (408) 867-2727. Claim this business. This information has been obtained from sources believed reliable. Will any of my assets be invested in those products? This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Advanced Reproductive Care, 20665 4th St #201, Saratoga, CA 95070, USA Weve sent an email to to verify you. Please enter a valid email address. Legal Name. Scion Asset Management, Llc (866) MY-DIGSY (693-4479), Photography, Videography, & Virtual Tours. 20665 4TH STREET, SUITE 201, SARATOGA, CA, 95070 Latest Events. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management. The brand names, logos, images and texts are the property of these third parties and their respective owners. Lender: Itria Ventures LLC. Additionally, all private investment funds are based in the Cayman Islands or Delaware. These conflicts can negatively impact clients via hidden fees and overall higher costs.
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