LIBRETTO
LIBRETTO, LLC Legal Name
Adviser information for LIBRETTO last updated from Form ADV on March 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 | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 40 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningEducational seminars/workshopsINTERNET BASED WEALTH MANAGEMENT SYSTEMS FOR OTHER ADVISERS |
|---|---|
| Compensation | Fixed feesSOFTWARE LICENSING FEES, CONSULTING FEES |
Identifiers
| SEC RIA File Number | 801-113291 |
|---|---|
| SEC ERA File Number | 801-113291 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 292052 |
| Legal Entity Identifier | None |
Principal Office
6060 CENTER DRIVE, 10TH FLOORLOS ANGELES
CA
United States
Monday - Friday, 9 AM - 5 PM
Tel: (424) 290-1308, Fax: None
Chief Compliance Officer
TREVOR COYLE
MEMBER
6060 CENTER DRIVE, 10TH FLOOR
LOS ANGELES
CA
United States
Tel:
(424) 290-1308
T*****@**********O
(Full email address available in API data)
Regulatory Contact
JEFFERY COYLE
MANAGING MEMBER, CHIEF EXECUTIVE OFFICER
6060 CENTER DRIVE, 10TH FLOOR
LOS ANGELES
CA
United States
Tel:
(424) 290-1308
J***@**********O
(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 |
|---|---|---|---|---|---|
| COYLE, TREVOR, BRADFORD | Individual | – | MEMBER, CHIEF COMPLIANCE OFFICER | 07/2015 | 10-25% |
| COYLE, JEFFERY, LEE | Individual | – | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER | 07/2015 | < 5% |
| COYLE FAMILY TRUST | Domestic Entity | – | MEMBER | 12/2015 | > 75% |
| COYLE, JEFFERY, LEE | Individual | COYLE FAMILY TRUST | TRUSTEE | 12/2015 | > 75% |