Charles LeeCRD Number: 6015676
Current Firm: Nipun Capital, LP
Charles Lee (CRD# 6015676) is an Investment Advisor Representative working at Nipun Capital, LP in San Mateo, CA and has over 5 years of experience in the finance industry.
Three Bell Capital LLC
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|Nipun Capital, LLC||San Mateo, CA||Oct 2011 - Current||6|
|Stanford University||Palo Alto, CA||Jul 2009 - Current||8|
|Stanford University||Palo Alto, CA||Jul 2008 - Jul 2009||1|
|Barclays Global Investors||San Francisco, CA||Jul 2004 - Jul 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Total Assets Under Management2,369MILLIONS
Total Number of Accounts3ACCOUNTS
Average Account Value$789,641,469
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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