PRIMESTOR INVESTMENT MANAGEMENT, LLC
Adviser information for PRIMESTOR INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 29th, 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 | 48 |
|---|---|
| Investment Advisory/Research | 9 |
| 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 | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $74.7M |
| Non-Discretionary | 1 | $67.0M |
| Total | 2 | $141.7M |
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 | 2 | $141.7M |
| 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 | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128443 |
|---|---|
| SEC ERA File Number | 801-128443 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322066 |
| Legal Entity Identifier | None |
Principal Office
9950 JEFFERSON BLVD, BLDG 2CULVER CITY
CA
United States
Monday - Friday, 9AM - 5PM
Tel: (310) 652-1177, Fax: None
Chief Compliance Officer
DEBORAH YASHAREL
FUND CONTROLLER
9950 JEFFERSON BLVD, BLDG 2
CULVER CITY
CA
United States
Tel:
213-223-5567
D********@************M
(Full email address available in API data)
Regulatory Contact
TOMAS LANDES
MANAGING DIRECTOR
9950 JEFFERSON BLVD.
BUILDING 2
CULVER CITY
CA
United States
Tel:
213-588-1328
T******@************M
(Full email address available in API data)
Industry Affiliates
| THE URBAN VISION FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| THE URBAN VISION FUND I, LP | Real Estate Fund | $74.7M | $10.0M | 9 |
| URBAN VISION FUND (BCAL), L.P. | Real Estate Fund | $67.0M | $10.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SNEIDER, ARTURO | Individual | – | MANAGING MEMBER | 08/2019 | < 5% |
| Yasharel, Deborah, Lilian | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2023 | < 5% |
| LANDES, TOMAS | Individual | – | MANAGING DIRECTOR, INVESTMENT MANAGEMENT | 06/2021 | < 5% |
| Tyberg, Leandro, Adrian | Individual | – | CO-FOUNDER & PRESIDENT | 08/2019 | < 5% |
| Lynch, Allison, Marie | Individual | – | CHIEF OPERATING OFFICER | 01/2024 | < 5% |
| PRIMESTOR DEVELOPMENT, LLC | Domestic Entity | – | MANAGING MEMBER | 03/2024 | > 75% |
| PRIMESTOR DEVELOPMENT INC. | Domestic Entity | PRIMESTOR DEVELOPMENT, LLC | MANAGING MEMBER | 11/2018 | > 75% |
| VIDAURRI, LONNIE, R | Individual | – | CHIEF INVESTMENT OFFICER | 09/2023 | < 5% |