2013-04-08 Incorporated. Questions to ask You have been idle and will be logged out in 7 Listings found. Scion Capital LLC is a company that operates in the Financial Services industry. seconds. Scion Asset Management. Popular Searches. endobj How do I get to the address at 20665 4th St Ste 201? In addition, the firm may also reduce or waive management fees at its discretion. . Saratoga, CA 95070. People Also Viewed. 1. Terms of Use | Disclaimers | Privacy Policy. . To communicate or ask something with the place, the Phone number is (408) 867-2727. Advanced Reproductive Care is located in Santa Clara County of California state. Private Parking. Financial Advisors at Scion Asset Management, LLC. 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. Request proposals for help with your financial concerns. Investor.com is your trustworthy guide to the world of personal finance. Advanced Reproductive Care, Inc. is in the Hospital and Health Services Consultant business. Grocery. LoopNet disclaims any and all representations, warranties, or guarantees of any kind. IMG_2020. genMid.ML81814926_19_6. (408) 867-2727. 0001567619-21-015632 (HTML Version on secdatabase.com) The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. SCION MASTER G7, L.P. (LEI# 549300HL5FZGD46QCF39) is a legal entity registered with Business Entity Data B.V.. Scion Asset Management manages $238.0 million and provides investment advisory services for 4 clients (1:2 advisor/client ratio). The company's filing status is listed as Active and its File Number is 202032610008. We promise to keep your information safe and secure. Gas. 20665 4TH STREET, SUITE 201, SARATOGA, CA, 95070 Latest Events. Scion Asset Management implements an investing approach that aims to simultaneously diversify their clients portfolios and increase clients success rate. 408-867-2727. Our records show it was established in 1998 and incorporated in California. 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. 2 0 obj Photo Jul 12, 10 36 22 AM. SCION ASSET MANAGEMENT, LLC. Tesla is the fund's largest holding. What does this mean? Taxes, fees not included for deals content. Win whats next. Click to check availability. What does this mean and why is it important? 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. What's more, buyers can often obtain the hours and know when Advanced Reproductive Care is open or closed. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. 2023 Reink Media Group LLC. .Sj;\;jXImfp7zs! The map below shows states where this firm has explicit registration only. : What does this mean and why is it important? It's been said that a goal without a plan is only a dream. If youre ready to find an advisor who can help you achieve your financial goals. About . More . The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. 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). Scion Asset Management, LLC (Filer) CIK: 0001649339 (see all company filings) IRS No. 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. Advertisement. 20665 4th Street, Suite 201 Saratoga, CA 95070: Source: Associated Funds; Scion Asset . The information may be inaccurate, incomplete or outdated. Weve sent an email to to verify you. It is our organization's mission to provide unbiased and objective information. What does this mean? Any data inaccuracies, please contact our team. . Get reviews, hours, directions, coupons and more for Advanced Reproductive Care at 20665 4th St Ste 201, Saratoga, CA. Employees. The advisory also believes in using fundamental analysis methods to assess market conditions from a holistic standpoint. Location. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Ample Open Office Area For the most up-to-date information, please view the applicable SEC and FINRA reports above. Employees within the firm may also use personal trading accounts to purchase the same securities it may recommend for its clients. 20665 4th St Saratoga CA 95070 (408) 647-2096. 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. Potential clients should note that Scion Asset Management retains the authority to shift their clients investment activities without providing notice. The firm may also use leverage and derivative strategies to increase the rate of client success. Please provide me a list of the products and a summary of how much your firm earns from them. https://www.scionasset.com/ Scion also bet against Cathie Wood's Ark Innovation ETF, a growth fundthat produced returns of 86% between August 2020 and August 2021. INFORMATION TABLE. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. The firm says it bases its incentive allocation fees on each years performance. Company profile. Our system has identified the following conflict alerts. endobj Cities where $1 million lasted the longest ranked the highest in the study. 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. Incorporated. Get Directions. 338 Bedal Lane. Summer Camps, Tutoring Centers, Vocational . For incentive allocation fees, Scion Asset Management will earn up to a 20% share in the appreciation amount of each clients account. The company is a California Foreign Limited-Liability Company, which was filed on November 16, 2020. Registration on or use of this site constitutes acceptance of our terms of use agreement which includes our privacy policy. For help making a concrete plan to achieve your retirement goal, consider hiring a financial advisor. 80 Raffles Place #41-01 UOB Plaza 1; Singapore 048624; Contact Us. % 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. Brochures. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. <> Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Is your firm affiliated with a law firm in any capacity? Available Now LEI Registration Details. All investing involves risk, including loss of principal. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. measures access to public transit. At BusinessYab our purpose is to help people find great local businesses like dentists, hair stylists, restaurants, bars, hotels, local businesses. Hotels. The Office Property at 20665 4th St, Saratoga, CA 95070 is currently available For Lease. Saratoga CA 95070-4835. Remember passwords are case sensitive. Saratoga, CA 95070, 30 Burton Hills Blvd Suite 315, Nashville, Tennessee 37215. What does this mean? As noted above, this firm does not manage money for individuals. Does your firm perform side-by-side management? Bike Score, {{ getErrorText(feedbackForm.starRating, 'rating') }}, {{ getErrorText(feedbackForm.msg, 'rating') }}, {{ getErrorText(feedbackForm.fname, 'first name') }}, {{ getErrorText(feedbackForm.lname, 'last name') }}, {{ getErrorText(feedbackForm.phone, 'phone number') }}, {{ getErrorText(feedbackForm.phonex, 'phone extension') }}, {{ getErrorText(feedbackForm.email, 'email address') }}, You can provide feedback any time using the Help, Passwords is too common or does not have at least 8 characters, This email address is already in use. What does this mean and why is it important? Neighborhood Saratoga (408) 867-2727. www.arcfertility.com Advanced Reproductive Care, Inc. was founded in 1998. The firm does not require a minimum investment amount for a separately managed account, but it does for its private investment funds. serve the financial needs of clients across 2 states (or territories). What happened? 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. What does this mean and why is it important? Scion Part 2 Brochure (31 Mar 21) Fund structure AUM Fund type; Scion . Scion Asset Management currently serves clients in the following states . Besides Burry, the firms management includes Chief Operating Officer and Chief Compliance Officer Zaeed Kalsheker, Chief Financial Officer George Serra and Chief Administrative Officer Jonathan Hallam. 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. Campbell CA 95008-6541. The Registered Agent on file for this company is Jon Hallam and is located at 20665 4th Street, Suite 201, Saratoga, CA 95070. T Z}}n4g~fNv"3UdQ{O#I1 g.)nz@IZr-P{. All material subject to strictly enforced copyright laws. 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. 13560 Saratoga Sunnyvale Road. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Scion Asset Management, LLC . *SEC data last verified March 29, 2023. 17 0 obj What conflicts do I need to be made aware of? Direct links to the EDGAR source material. The firm requires each investor in a private fund to be qualified as an accredited investor. Directions Advertisement. What does this mean? 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). If you have any questions or suggestions regarding this matter, you are welcome to contact our customer support team. For example, front-running is when a financial professional buys or sell securities ahead of their client. Is your firm a broker-dealer or are you affiliated with one? 0001567619-21-010281.txt. What is the company website? Scion Asset Management only provides discretionary investment advice to five clients in total. HZEH. What does this mean and why is it important? It charges the fees on Dec. 31 each year. Scion Asset Management also mandates a $1 million minimum for the Scion Asia fund. IMG_2012. Michael Burry; Firm: Scion Asset Management LLC: Address: Scion Asset Management, LLC 20665 4th Street, Suite 201 Saratoga, CA 95070: Source (866) MY-DIGSY (693-4479), Photography, Videography, & Virtual Tours. 4 Listings found. Claim this business. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. Ample On-Site Parking This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. The management fee requires clients to pay up to 2% annually. US-DE. Please enter a valid email address. . (W|s_~.Wr+#mU{NX?y$s=AOo \Y}8rc4|ePppI1QmoG1t_ a4J @)1({fi8W6[8=_KZHO5y#(Z.,}B40FWt^]z!N`$MbD0N3r28{P!h`dT$.wfM)4+&DkqqPiB2YF_}&r)kroe}#Dry3 Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. What does this mean? Saratoga, CA 95070. Please contact Customer Support at 1-800-613-1303. This is not an offer to buy or sell any security or interest. What does this mean? Questions to ask All information was accurate as of the writing of this article. 2013-04-08 - 2019-02-17 Addition of officer JONATHAN HALLAM, agent. If you continue to see this message, your account may be locked due to too many failed attempts. This email address is already in use. What does this mean? 0001567619-21-015632.txt. Legal Jurisdiction. 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. What does this mean and why is it important? We'll automatically create a free account for you. What does this mean? $85,373 Loan - Corporation - April, 2020. <> Scion Asset Management, LLC Ready to get started? endobj Error occurred with your registration, please try again. Any projections, opinions, assumptions or estimates used are for example only and do not represent the current or future performance of the property. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Premier Downtown Saratoga Location Extra Phones Phone : (408) 867-2727, Primary Phone : (408) 867-2727 Years in Business 18 years in Business Neighborhood Saratoga Village AKA Advanced Reproductive Care Inc. View contact info, business hours, full address for Advanced Reproductive Care in Saratoga, CA 408-867-2727. https://images1.loopnet.com/d2/B_eo-2dJqTXsV_oCSRQwKSgzk5Uo3--YO9-t8Z3YWuk/document.pdf. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Food. On the street of 4th Street and street number is 20665. What does this mean? Scion Asset Management, LLC (Scion Asset Management) is a Hedge Fund Manager located in Saratoga, CA United States, North America. Data feeds used for advisors pages may be delayed; please also refer to Questions to ask One-Time Checkup with a Financial Advisor, Council for Community and Economic Research. Scion Asset Management, registered in 2018, serves 2 state(s) with a licensed staff of 2 advisors. 2019-08-30: SC 13D: TLRD / Tailored Brands, Inc. / Scion Asset Management, LLC - SC 13D Activist . California. CA; TN; Item 3 Form of Organization. Become a Mission Supporter. 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. 1st Floor, Ste 103 1 / 10. To find an advisor that does, consider using SmartAssets free financial advisor matching service. SWFI is a minority-owned organization. 14601 S Bascom Ave, Los Gatos, CA 95032. LoopNet has taken a strong stance against the practice of sending unsolicited commercial emails, also known as "spam." How does your firm approach insurance sales? ?Jjck|(sm D. . This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Advanced Reproductive Care is located at 20665 4th St #201, Saratoga, CA 95070. More public record information on 20665 4th St, Saratoga, CA 95070, Rate includes utilities, building services and property expenses. JONATHAN HALLAM, agent; MICHAEL J BURRY; Registry Page . Luthman Virginia in Saratoga, reviews by real people. %PDF-1.4 IMG_2015. (CRD# 167772) is a financial advisory firm headquartered in stream What conflicts arise from this relationship? What does this mean? Find the best financial advisor in Saratoga, CA. 20665 4th Street, Suite 201. No. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at Walk to Downtown Amenities
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