WORLD MONEY MANAGERS
CRD #109814 SEC #801-16785 PETALUMA, CA 707-778-1000
SEC Registered
Total AUM
$175.4M
Discretionary
$0
Employees
5
Clients
--
Accounts
1
Firm Details
- Organization Type
- Other (specify) (LIMITED PARTNERSHIP)
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 10, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COXON TERRY INC | DE | GENERAL PARTNER | C | Control |
| COXON, TERENCE, MICHAEL | I | GENERAL PARTNER | C | Control |
| ALLEN, ROBERT, F. | I | LIMITED PARTNER | B | |
| PERMANENT PORTFOLIO INFORMATION, INC. | DE | LIMITED PARTNER | B | |
| SERGY, ALAN, MICHAEL | I | LIMITED PARTNER | B | |
| THE SCHAUB CORPORATION | DE | LIMITED PARTNER | B | |
| R.F. SCHAUB IRREVOCABLE TRUSTS | DE | LIMITED PARTNER | A |
Registrations
Federal
IA
Aug 10, 2001 REGISTERED
Notice Filings (1)
CA
Address
625 SECOND STREETSUITE 102
PETALUMA, CA 94952
USA
Phone: 707-778-1000