RIA Intel›Advisers›California›HARRISON - DE CHARON, L.L.C.

HARRISON - DE CHARON, L.L.C.

Advisory

N·SAN DIEGO, CA

Data as of Mar 30, 2015 · Source: SEC Form ADV

Total AUM

$186M

1-Year AUM Growth

+9.8%

3-Year CAGR

+14.4%

Employees

3

Assets Under Management

Total AUM$186M

Discretionary AUM$186M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record19

First FilingMar 30, 2005

Latest FilingMar 30, 2015

🔒 Full AUM trend chart and 19 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HARRISON - DE CHARON, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.