Overview
Assets Under Management: $326 million
Headquarters: CENTURY CITY, CA
High-Net-Worth Clients: 96
Average Client Assets: $3 million
Frequently Asked Questions
SITRIN CAPITAL MANAGEMENT, 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 #282436), SITRIN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SITRIN CAPITAL MANAGEMENT, LLC is headquartered in CENTURY CITY, CA.
SITRIN CAPITAL MANAGEMENT, LLC serves 96 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, SITRIN CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SITRIN CAPITAL MANAGEMENT, LLC manages $326 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, SITRIN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.65
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 619
Discretionary Accounts: 619
Regulatory Filings
CRD Number: 282436
Last Filing Date: 2025-02-03 00:00:00
Website: https://sitrincapital.com