Overview
Assets Under Management: $279 million
Headquarters: PALOS VERDES ESTATES, CA
High-Net-Worth Clients: 49
Average Client Assets: $4 million
Frequently Asked Questions
MALAGA COVE CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146959), MALAGA COVE CAPITAL, LLC is subject to fiduciary duty under federal law.
MALAGA COVE CAPITAL, LLC is headquartered in PALOS VERDES ESTATES, CA.
MALAGA COVE CAPITAL, LLC serves 49 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, MALAGA COVE CAPITAL, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MALAGA COVE CAPITAL, LLC manages $279 million in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, MALAGA COVE CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.49
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 467
Discretionary Accounts: 467
Regulatory Filings
CRD Number: 146959
Last Filing Date: 2025-01-30 00:00:00
Website: https://malagacovecapital.com