Decision Capital Management, LLC is a large advisory firm based in La Jolla. It manages $26.5 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.
Decision Capital Management 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 Decision Capital Management, LLC is $26.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2108% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Decision Capital Management, 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.
Paul Charles Difrancesco has been acting as President since 1 Jan 2003. Kim Lyle Bradford has served as the Chief Investment Officer since 1 Nov 2001. Ega Research. Llc joined the executive team most recently as the Member.
The principal office where Decision Capital Management, LLC performs its advisory services is located at 888 Prospect Street, La Jolla, CA 92037, 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 858-729-0222 or by fax 858-729-0952. The normal business hours are 7:30 am to 2:00 pm on Monday - Friday.