Big Tree Capital LLC
Big Tree Capital LLC (CRD# 148074) is a financial advisory firm headquartered in Los Angeles, CA. They manage $14,000,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$4,666,667
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
Kevin Carter (CRD# 2215505) is an Investment Advisor Representative working at Big Tree Capital LLC in Lafayette, CA and has over 25 years of experience in the finance industry.