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L2 ASSET MANAGEMENT, LLC
CRD 172688 · SEC 801-107084
CA, United States
Phone
5083507150
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.27B
Discretionary AUM
$837.7M
Team
7 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNT
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $412.6M |
| Investment companies | 2 | $572.8M |
| Pooled investment vehicles | 3 | $233.2M |
| Other investment advisers | 1 | $44.0M |
States served
CA, MA, NV, NY
All web addresses on file
Official SEC filing: View on IAPD