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J.E. Mitchell & Co., L.P. (Costa Mesa)


J.E. Mitchell & Co., L.P. is a large advisory firm based in Costa Mesa. It manages $175.32 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

J.E. Mitchell & Co. provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

J.E. Mitchell & Co.: assets under management

The assets under management (AUM) of J.E. Mitchell & Co., L.P. is $175.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $175.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.32 million each.
J.E. Mitchell & Co. has custody of $175.32 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J.E. Mitchell & Co., L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Costa Mesa

The principal office where J.E. Mitchell & Co., L.P. performs its advisory services is located at 3187 D Airway Avenue, Costa Mesa, CA 92626 4603 The mailing address of the firm is P.O. Box 5119, Irvine, CA 92616 5119. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 714-432-5300 or by fax 714-432-5303. The normal business hours are 7:00 am - 2:30 pm on Monday - Friday.


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