The CHRISTMAS CORPORATION is a privately held investment adviser that advises $4.18mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CHRISTMAS CORPORATION is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 492.96% over the last 5-years.
The Group has been registered with the SEC for 10.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2081 CENTER STREET SUITE #120, BERKELEY, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $4.18mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $4.04mn or 96.78% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $124.25K or 2.97% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $124.25K in assets.
The Group discloses management fees and performance-based fees.
CHRISTMAS CORPORATION names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.