Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
96 advisers found
OPENSKY VENTURES MANAGEMENT COMPANY, LLC
Santa Monica, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(310) 266-6102
UP PARTNERS MANAGEMENT COMPANY, LLC
Santa Monica, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
833-410-0800
WONDER VENTURES MANAGEMENT, LLC
Santa Monica, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(310) 910-1067
HW CAPITAL LLC
Santa Monica, CA
AUM
$321.0M
Team
2 advisors
Clients
—
Fees
Fixed fees; ANNUAL BONUSES IN THE CLIENT'S DISCRETION
818-489-3073
THE EVERGREEN ADVANTAGE MANAGEMENT, INC.
Santa Monica, CA
AUM
$267.3M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · ORIGINATION, EXTENSION, AND LATE FEES +1 more
310-587-3500
BENGAL ASSET MANAGEMENT, LLC
Santa Monica, CA
AUM
$197.6M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-237-6608
ANGELES FAMILY OFFICE
Santa Monica, CA
AUM
$182.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
310-393-6300
MATRIX PLANNING INC
Santa Monica, CA
AUM
$121.4M
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
310-399-0457
BOULEVARD INVESTMENT MANAGEMENT LLC
Santa Monica, CA
AUM
$49.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
310-709-4668
BANCREEK CAPITAL STRATEGIES, LLC
Santa Monica, CA
AUM
$11.2M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
424-252-4813, EXT 5013
SPA RIA
Santa Monica, CA
AUM
—
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617 817-5344