P
CRD: 334224
Parkwood Capital Management LLC
Newport Beach, CA
2512223851
$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-24-2025
- Office Locations
- 1
Office Locations
-- Newport Beach CA
About Parkwood Capital Management LLC
Parkwood Capital Management LLC is a Newport Beach-based RIA. The firm has been operating for 1 years. Managing $3.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and US Bank. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$491.3K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Oak Vertex Quantum quantum
Investment Themes
Foundation focus Bridge harbor Optima unison
Investment Vehicles
Vital delta
Services
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Owner & Executives
J
Joseph Julius Kogon
Chief Compliance Officer, Managing Member
- CRD
- #8017117
- Ownership
- 75% or more
(922) 820-5534
oak.glacier@vitalcapital.com
in linkedin.com/in/summit-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,930,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,930,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,930,000
Public Funds:
30.1% Equity - Exchange:
31.2% Cash:
38.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $996,519,982 | 30.1% |
| Equity - Exchange | $1,032,937,656 | 31.2% |
| Cash | $1,281,239,978 | 38.7% |
| Total | $3,310,697,616 | 100.0% |