Meisenbach Capital Management, Inc. is a large advisory firm based in San Diego. It manages $170 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Meisenbach 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 Meisenbach Capital Management, Inc. is $170 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% 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 Meisenbach Capital Management, Inc. 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.
Mark Stephen Meisenbach has been acting as President since 1 Apr 1992. Andrew Hector Wilbur joined the executive team most recently as the Chief Financial Officer/Chief Compliance Officer.
The principal office where Meisenbach Capital Management, Inc. performs its advisory services is located at 12626 High Bluff Drive, San Diego, CA 92130, 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 858-259-3923 or by fax 858-259-3921. The normal business hours are 6:00am - 3:00pm on Monday - Friday. You can find more information about the New York firm at www.meisenbachcapital.com.