← Back to searchVisit website
SIDOXIA CAPITAL MANAGEMENT, LLC
CRD 145969 · SEC 801-133930
2901 W. COAST HIGHWAY, SUITE 200, NEWPORT BEACH, CA, 92663, United States
Phone
949-258-4322
Fax
949-258-4323
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.0M
Discretionary AUM
$149.0M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $20.2M |
| High net worth individuals | 45 | $104.6M |
| Pooled investment vehicles | 1 | $942K |
| Charitable organizations | 2 | $23.3M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD