SITRIN CAPITAL MANAGEMENT, LLC
Adviser information for SITRIN CAPITAL MANAGEMENT, LLC last updated from Form ADV on February 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 588 | $296.5M |
| Non-Discretionary | 0 | $0 |
| Total | 588 | $296.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 121 | $31.1M |
| HNW Individuals | 85 | $265.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-107216 |
|---|---|
| SEC ERA File Number | 801-107216 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282436 |
| Legal Entity Identifier | None |
Principal Office
2029 CENTURY PARK EASTSUITE 420
CENTURY CITY
CA
United States
Monday - Friday, 6:30 AM - 3:00 PM
Tel: (424) 777-4400, Fax: (424) 777-4401
Websites
Chief Compliance Officer
EFREN BOLISAY
2029 CENTURY PARK EAST
SUITE 420
CENTURY CITY
CA
United States
Tel:
(424) 777-4400
Fax:
(424) 777-4401
E****@****************M
(Full email address available in API data)
Regulatory Contact
SCOTT SITRIN
PORTFOLIO MANAGER
379 WEST BROADWAY
NEW YORK
NY
United States
Tel:
(424) 777-4400
Fax:
(424) 777-4401
S****@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SITRIN FAMILY LIVING TRUST | Domestic Entity | – | MANAGING MEMBER | 02/2019 | 25-50% |
| BOLISAY, EFREN, EDWARD | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 02/2012 | 25-50% |
| SITRIN, RYAN, GERARD | Individual | – | MANAGING MEMBER | 02/2012 | 10-25% |
| SITRIN, SCOTT, CHARLES | Individual | – | MANAGING MEMBER | 09/2015 | 10-25% |
| SITRIN, MARCUS, JAY | Individual | SITRIN FAMILY LIVING TRUST | GRANTOR AND TRUSTEE | 02/2012 |