Charles Lee, financial advisor San Mateo CA

Charles Lee

CRD 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 10 years of experience in the finance industry.

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Company Name Location Dates Years
Nipun Capital, LLC San Mateo, CA Oct 2011 - Current 10
Stanford University Palo Alto, CA Jul 2009 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Charles Lee
Phone Number: 650-265-4666
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    922
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $131,683,685
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA

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