Sepulveda Management LLC (Los Angeles)
Sepulveda Management LLC is a large advisory firm based in Los Angeles. It manages $208.15 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.
Sepulveda Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Sepulveda Management: assets under management
The assets under management (AUM) of Sepulveda Management LLC is $208.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and $85.3 million of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Sepulveda Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Sepulveda Management serves?
The only and largest group of clients of Sepulveda Management is pooled investment vehicles with 2 clients and $208.15 million of assets under management. Among the 10 most similar advisory firms, Sepulveda Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $208.15 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Sepulveda Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $500,000 for each fund.
Careers at Sepulveda Management LLC
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 38 indirect owners.Based in Los Angeles
The principal office where Sepulveda Management LLC performs its advisory services is located at 865 South Figueroa Street, Los Angeles, CA 90017 2593, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-244-0000 or by fax 213-244-0481. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at tcw.com/.
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