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77 Financial Group
77 FINANCIAL GROUP is a state-registered investment adviser in CARLSBAD, CA. The firm manages approximately $27 million in regulatory assets.
Overview
77 FINANCIAL GROUP is a state-registered investment adviser in CARLSBAD, CA. The firm manages approximately $27 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who controls 77 Financial Group?
No principals or beneficiaries are named in public records. The firm maintains a private structure without disclosed ownership or management.
Does 77 Financial Group disclose AUM or investment activity?
No. The firm has not publicly reported AUM, deployment figures, or any investment transactions. It falls into the category of family offices that operate without external reporting.
What sectors or asset classes does 77 Financial Group invest in?
Sector and asset-class preferences are not stated. No portfolio companies, fund commitments, or deal activity has been attributed to the firm in public sources.
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