As a Certified B Corporation, our focus is simple: people before profits. 20665 4th Street. All rights reserved. Become a Mission Supporter. Please check back in a few minutes. View competitors, revenue, employees, website and phone number. You'll only need to enter these one time. What conflicts arise from this relationship? The contact details listed below are missing from your profile and are required to proceed. $85,373 Loan - Corporation - April, 2020. 408-441-8400, Is this your firm? These conflicts can negatively impact clients via hidden fees and overall higher costs. Office Location. 20665 4th St Suite 201 Saratoga US-CA US 95070. 408-867-4515. Potential clients should note that Scion Asset Management retains the authority to shift their clients investment activities without providing notice. endobj 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. Size 397 SF . 20665 4th Street; Suite 201; Saratoga, CA 95070; . That email address has already been registered. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. By clicking the button, you agree to LoopNet's Terms of Use and Privacy Policy. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Scion Capital LLC is a company that operates in the Financial Services industry. Supplementary information may be provided by listed advisors or their representatives. For help making a concrete plan to achieve your retirement goal, consider hiring a financial advisor. Find your B2B customer within minutes using affordable, accurate contact data from Datanyze, Scion Capital headquarters are located in 20665 4th St Ste 201, Saratoga, California, 95070, United States, Scion Capitals main industries are: Finance, Venture Capital & Private Equity, Scion Capital appears in search results as Scion Capital LLC, Scion Asset Management LLC, Scion Capital, Get Free Access to Scion Capital Contacts Info. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? How do I get to the address at 20665 4th St Ste 201? 4088674515. What does this mean and why is it important? Questions to ask The company is headquartered in Saratoga, California. 2016 Wealthminder, Inc. All rights reserved. We will be in touch soon. Please provide me a list of the products and a summary of how much your firm earns from them. Breakwater Investment Management, Personal Financial Planning, Concert Financial Planning, Invictus Timing Service, Retirement Plan Advisors, Was this page helpful? You can review this Business and help others by leaving a comment. 2023 Reink Media Group LLC. The headquarters of Scion Asset Management is 20665 4th Street, Suite 201. By the end of June, Scion reportedly increased its bet against the electric car manufacturer, holdingput options on 1.1 millionTesla shares. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Any projections, opinions, assumptions or estimates used are for example only and do not represent the current or future performance of the property. While this can be seen as "eating your own cooking," there are conflicts that may arise. Youll generally have two options if youre interested in opening an account with Scion Asset Management. 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. Average Retirement Savings: How Do You Compare? L E I. Direct links to the EDGAR source material. DARKWAND, LLC is a California Foreign Limited-Liability Company filed on November 16, 2020. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Additionally, all private investment funds are based in the Cayman Islands or Delaware. Go. About . For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at Which securities does your firm trade for itself that it will also be recommending to me? To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. There was an error. 20665 4th St # 201, Saratoga, CA 95070 Map & Directions (408) 867-2727 Advanced Reproductive Care, Inc is a privately held company in Cupertino, CA and is a Single Location business. Legal Name. <> Get directions. Our system has identified the following conflict alerts. Let us know. There are no guarantees that working with an adviser will yield positive returns. 18951. What does this mean? Please try again. Scion was founded in 2013 by Michael J. Burry, often referred to as the "Big Short" investor because of the eponymous movie about himself, a role played by Christian Bale. LoopNet disclaims any and all representations, warranties, or guarantees of any kind. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. Scion Asset Management, LLC (Filer) CIK: 0001649339 (see all company filings) IRS No. Errors are noted below: Thanks for reaching out. Saratoga, CA. What conflicts do I need to be made aware of? Lender: Itria Ventures LLC. .Sj;\;jXImfp7zs! Scion Asset Management only provides discretionary investment advice to five clients in total. Scion Asset Management currently serves clients in the following states . 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. 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). BusinessYab is not a booking agent, and does not charge any service fees to users of our site. Address: 20665 4TH St Ste 201 Saratoga, CA, 95070-5879 United States There are no reviews yet! 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. endobj Please click on the link provided in the email to finish your request. Available For Rent - Office. Scion Asset Management, LLC Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. xWrHwIRCO:;PQ H$*PrZ : 000000000 | State of Incorp. The phone number for Advanced Reproductive Care is (408) 867-2727. If you forgot your password, click to reset it. Luthman Virginia in Saratoga, reviews by real people. 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 misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. Terms of Use | Disclaimers | Privacy Policy. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Just tell us what you need and we'll send you a shortlist of properties matching your unique needs. . The username or password you entered is incorrect. https://images1.loopnet.com/d2/B_eo-2dJqTXsV_oCSRQwKSgzk5Uo3--YO9-t8Z3YWuk/document.pdf. Saratoga, CA 95070. The firm may also use leverage and derivative strategies to increase the rate of client success. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities. For further detail, see our articles on different types of advisors and financial advisor services. Advanced Reproductive Care, Inc. is in the Hospital and Health Services Consultant business. Please send these emails only to people you know who would be interested in this property. What does this mean and why is it important? Categorized under Health Care Management. 80 Raffles Place #41-01 UOB Plaza 1; Singapore 048624; Contact Us. A high-rise property at 20665 4th Street, Saratoga, California. Founded in 2013, Scion Asset Management is a multi-strategy hedge fund manager based in Saratoga, California. We give you the access and tools to invest like a Wall Street money manager - at a Main Street price. The firm also describes its approach as one that seeks out undervalued securities when conducting investment research. What is the phone number (408-867-4750) or fax number of Advanced Reproductive Care? Scion Capital Inc. Scion Capital LLC . If you are seeking that type of firm, consider using SmartAssets free financial advisor matching service. 0001567619-21-010281.txt. The company's filing status is listed as Active and its File Number is 202032610008. Financial advisory firms charge fees in different ways, such as a percentage of your assets (aka AUM, or assets under management), an hourly fee, or a fee for a specific service. All rights reserved. Website. When it comes to risk, Scion Asset Management says it works to identify, measure and observe any risks that may affect a clients investments. But for private investment funds, the firm says it deducts asset-based fees from the investors capital account in advance and on a monthly basis. Its important to note, however, that the private investment funds count as members of Scion Asset Mangements client base. All requests for updated information should also be reported directly to the SEC and/or FINRA. Questions to ask All information was accurate as of the writing of this article. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. 1st Floor, Ste 103 1 / 10. Location. The firm's website is not secure by modern internet standards. Venture Capital & Private Equity, Finance, 20665 4th St Ste 201, Saratoga, California, 95070, United States. What does this mean? 2008-2023 Sovereign Wealth Fund Institute. How are you organized: . SCION CAPITAL GROUP, LLC is a California Limited-Liability Company - Ca filed on December 17, 2008. Scion Capital. . Click to check availability. PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. Saratoga, CA 95070. Scion Asset Management, LLC (CRD# 167772) is a financial advisory firm headquartered in Saratoga, CA. info@pitchbook.com; 14601 S Bascom Ave, Los Gatos, CA 95032. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Ample Open Office Area In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Call to Tour. The firm does not require a minimum investment amount for a separately managed account, but it does for its private investment funds. We promise to keep your information safe and secure. 12980 Saratoga Ave, Saratoga, CA 95070. This review was produced by SmartAsset based on publicly available information. Scion Asset Management, registered in 2018, serves 2 state(s) with a licensed staff of 2 advisors. If you live near Saratoga, you can stop by the firms office to speak with a representative. If you have any questions or suggestions regarding this matter, you are welcome to contact our customer support team. A put is a bet that a security will go down in price. Available November 1, 2021, NEW RATE $2.95 FULL SERVICE Also, scroll over any city to learn about the cost of living in retirement for that location. Other third-party content, logos and trademarks are owned by their perspective entities and used for informational purposes only. Find company research, competitor information, contact details & financial data for Scion Asset Management, LLC of Saratoga, CA. Scion Asset Management may also adjust the fee for clients or investors through a separate agreement, without notifying the other clients or investors in a fund. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. As noted above, this firm does not manage money for individuals. No. What's more, buyers can often obtain the hours and know when Advanced Reproductive Care is open or closed. genMid.ML81814926_19_6. Any data inaccuracies, please contact our team. Be truthful - this review will help other consumers as well as the business. *SEC data last verified March 29, 2023. Checks take place monthly. 338 Bedal Lane. We'll automatically create a free account for you. 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. Company profile. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 87403A107 (CUSIP Number) Michael J. Burry c/o Scion Asset Management, LLC 20665 4th Street, Suite 201 Saratoga, CA 95070 Telephone: (408) 441 8400 (Name, Addre. While Scion Asset Management advises clients across a variety of portfolio sizes, the average client balance is currently $59.5 million. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. Please contact Customer Support at 1-800-613-1303. 408-867-2727. Saratoga, CA. SEC: 0001649339. Saratoga, CA 95070. What does this mean? Suite 201. Claim this business (408) 647-2096. This is not an offer to buy or sell any security or interest. Does your fim accept soft-dollar benefits? 20665 4th Street, Suite 201. Ebadat Residential Care Home. Do not rely solely on the information on this page. What does this mean and why is it important? Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. <> How does your firm approach insurance sales? Does the firm offer products that have performance-based fees, or does it accept performance-based fees? serve the financial needs of clients across 2 states (or territories). We apologize for the inconvenience. 20665 4th Street, Suite 201 Saratoga, CA 95070: Source: Associated Funds; Scion Asset Management LLC: Scion Asia LP: 252.7: . : 000000000 | State of Incorp. As a financial advisory firm, Scion Asset Management can provide a variety of financial planning services for Americans. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). She had lacked exam skills and struggled with memory and techniques, and improved greatly after having had several session. LoopNet stores this information for the sole purpose of sending this one-time email and tracking the success of our referral program. 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. 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. To find the right advisor for you, Investing is one of the biggest ways to save for retirement. <> Find the best financial advisor in Saratoga, CA. 20665 4th St. Ste 202. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. Whitepages is the most trusted online directory. What does this mean? 2 0 obj Resend Confirmation, 20665 Fourth St, Saratoga, CA 95070, Space/Suite Partial Floor 2 Suite 201 - Property for Lease, Give us a call! A. (CRD# 167772) is a financial advisory firm headquartered in Does your firm offer mutual funds that have 12b-1 fees? The filing status is listed as Active. One-Time Checkup with a Financial Advisor, Council for Community and Economic Research. INFORMATION TABLE. The firm requires each investor in a private fund to be qualified as an accredited investor. SEC.gov Nonclassifiable Establishments, Management Consulting Services Business Consulting Services, Statement & Designation By Foreign Corporation, Financial Planning Consultants & Services, Event Planning Services for Non-Profit Organizations, Custom Computer Programming Services, Alternative Medicine Physicians & Surgeons, Computer Software, Software Design & Development, Web Site Design, Web Site Developers, Medical, Dental, and Hospital Equipment and Supplies Merchan, Medical, Dental, and Hospital Equipment and Supplies Merchant Wholesalers; Medical, Dental, and Hospital Equipment and Supplies, 5047 - Medical, Dental, and Hospital Equipment and Supplies, ADAMSON REPRODUCTIVE HEALTH INSTITUTE, INC, Adt-24 HR Activation & Sales, Beckman Walter PHD, CASTELLO & GARCIA DEVELOPMENT CORPORATION, Alejandro Garcia. Besides his link to Hollywood, Burry emerged more recently in the news after his stake in GameStock soared nearly 1,500% in early 2021. Read our Safety & Security Promise. Ready to get started? 20665 4th St Ste 204 Saratoga, CA 95070 . Our records show it was established in 1998 and incorporated in California. The Office Property at 20665 4th St, Saratoga, CA 95070 is currently available For Lease. SWFI facilitates sovereign fund, pension, endowment, superannuation fund and central bank events around the world. <> Flexible Term & Floor Plans The investor.com website utilizes verified data from reputable sources, which includes the Securities and Exchange Commission (SEC); however, it can vary from time to time. Please try again. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. You have been idle and will be logged out in What does this mean? A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Through this method, the firm analyzes the stock market from a range of approaches, which may include technical and macroeconomic factors. Scion Part 2 Brochure (31 Mar 21) Fund structure AUM Fund type; Scion . Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). 15375. Walk to Downtown Amenities Firm or related person receives soft-dollar benefits in connection with client securities transactions. More. Get Directions. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. The management fee requires clients to pay up to 2% annually. External Public Records. Photo Jul 12, 10 33 59 AM. Some firms receive these fees as payments, which creates an incentive to promote them. 250 Blossom Hill Rd, Los Gatos, CA 95032. The companys Form ADV lists all fiveas pooled investment vehicles. Youre almost there! Gas. Advanced Reproductive Care - G David Adamson MD in Saratoga, CA -- Get driving directions to 20665 4th St, Ste 201 Saratoga, CA 95070. Directions Advertisement. 7 0 obj 1 MONTH FREE PER YEAR OF TERM FOR DEALS SIGNED BY 9/30/22 Browse more properties in Saratoga. Tesla is the fund's largest holding. Scion Asset Management manages $238.0 million and provides investment advisory services for 4 clients (1:2 advisor/client ratio). The firm explains that it may expand or reduce clients investment strategies to strategically meet market conditions. Firm performs side-by-side management with accounts that have differing fee structures. Share. Zoom between states and the national map to see the top spots in each region. Neighborhood Saratoga (408) 867-2727. www.arcfertility.com Advanced Reproductive Care, Inc. was founded in 1998. $ Yes or What does this mean? Scion Asset Management also says it works to provide clients with a diverse mix of portfolio opportunities it believes will increase their chances of investment success. We apologize, but the feature you are trying to access is currently unavailable. This email address is already in use. The LoopNet service and information provided therein, while believed to be accurate, are provided "as is". This firm does not manage money for individual clients. SCION MASTER G7, L.P. (LEI# 549300HL5FZGD46QCF39) is a legal entity registered with Business Entity Data B.V.. Advanced Reproductive Care is located in Santa Clara County of California state. Food. Michael Burry; Firm: Scion Asset Management LLC: Address: Scion Asset Management, LLC 20665 4th Street, Suite 201 Saratoga, CA 95070: Source Be specific about your experience and the services that were provided. Find Related Places. Order Online. Why does your firm believe in offering commission-based services to clients? Win whats next. Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. 7 Listings found. The brand names, logos, images and texts are the property of these third parties and their respective owners. What does this mean? 408-441-8400. NEW PROMOTION: Want to save time finding more properties matching your needs? Recommended Reviews. Address: 20665 4th Street, Suite 201, Saratoga, CA, 95070, United States: State: CA: City: Saratoga: Region: North America: Country: United States We look further into the companys client base below. 1. What does this mean? 1479 Dartshire Ct, Sunnyvale, CA 94087. To learn more about different types of pricing models, see our article on how much a financial advisor costs. For the Scion G7 and Scion G7 Offshore funds, the firm generally requires a $1 million minimum investment. What does this mean? Scion Asset Management, LLC (Scion Asset Management) is a Hedge Fund Manager located in Saratoga, CA United States, North America. Yelp is a fun and easy way to find, recommend and talk about what's great and not so great in Saratoga and beyond. JONATHAN HALLAM, agent; MICHAEL J BURRY; Registry Page . Cities where $1 million lasted the longest ranked the highest in the study. endobj D&B Business Directory HOME / BUSINESS DIRECTORY / FINANCE . Coffee. endobj Unlike HTTPS connections, HTTP connections are not encrypted. <> How many times did it occur? Add photo Advanced Reproductive Care. Data feeds used for advisors pages may be delayed; please also refer to CA; TN; Item 3 Form of Organization. What does this mean and why is this important? Questions to ask Saratoga, CA 95070 Registration Jurisdiction SEC Form CRS (Client Relationship Summary) View Filing: SEC Filings View Filings: verified_user Trust . Questions to ask What does this mean? By clicking "Log In," I agree to LoopNet's. Lumbard Rayna LMFT Employees within the firm may also use personal trading accounts to purchase the same securities it may recommend for its clients. LEI Registration Details. % Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). . This information has been obtained from sources believed reliable. 5. Firm can legally elect to accept commissions for their investment advisory services. 20665 4TH STREET SUITE 201 SARATOGA CA 95070 Telephone number at this location: 408-441-8400. . Is your firm a broker-dealer or are you affiliated with one? The firm prefers to employ long/short, market-neutral, and activist strategies. 20665 4th St. 20665 4th St Saratoga CA 95070-5878. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Scion Asset Management is a fund manager in Saratoga with $638.9M assets under management. IMG_2012. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. People Also Viewed. Indianer Michelle. The Coder School. https://www.scionasset.com/ Campbell CA 95008-6541. All investing involves risk, including loss of principal. Matt Furman was the tutor for our daugther for her ISEE test. Will any of my assets be invested in those products? 2023 PitchBook. Request proposals for help with your financial concerns. (866) MY-DIGSY (693-4479), Photography, Videography, & Virtual Tours. 17 0 obj No searches yet. The address is 20665 4th St., Suite 201, Scion Asset Management LLC, Saratoga, US-CA, 95070, US. Firm or a related person trades securities for themselves that they also recommend to their clients. Why doesnt your firm use a secure website? What does this mean and why is it important? Does your firm perform side-by-side management? Class A Office Interiors 2013-04-08 - 2019-02-17 Addition of officer JONATHAN HALLAM, agent. Office PROPERTIES IN . What does this mean? Regulatory disclosures state that firm sells proprietary investments and products. How do these benefits affect the firms selection of a broker-dealer partner? Privacy Policy . What does this mean? Sovereign Wealth Fund Institute and SWFI are registered trademarks of the Sovereign Wealth Fund Institute. What does this mean and why is this important? Grocery. 1 Conference Room Scion Asset Management. Hmm, there seems to have been an error sending your message. 4 Listings found. Private Parking. Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research. Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Complete submission text file. Questions to ask 3 Offices Advanced Reproductive Care, Inc. specializes in Hospital And Health Home page . The address on file for this person is 20665 4th Street, Suite 201, Saratoga, CA 95070 in Santa Clara County. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. In addition, the firm may also reduce or waive management fees at its discretion. Note: To send this property to multiple individuals, insert a semi-colon between each recipient's email address. No problem. (3 Yr MIN TERM) View Filing. www.scionasset.com. Sign up to gain access to mobile numbers, public records, and more. The headquarters of Scion Asset Management is 20665 4th Street, Suite 201. IMG_2020. Can I see a map location and get driving directions? Questions to ask Be polite - give feedback in a constructive way. Public filings of Darkwand LLC at Scion Asset Management LLC located in Saratoga, CA. %PDF-1.4 20665 4TH STREET, SUITE 201, SARATOGA, CA, 95070 Directors / Officers. 2023 BusinessYab.com All Rights reserved.
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