Adviser Profile

As of Date 08/08/2024
Registration status Registration Changed to COMMONWEALTH ASSET MANAGEMENT LP
ADV Location LOS ANGELES, CA, United States
Contact Info 424 xxxxxxx
Websites
AUM* 911,574,579 -40%
of that, discretionary 911,574,579 155%
Number of Employees 15 -44%
of those in investment advisory functions 6 -33%
Private Fund GAV* 0
Avg Account Size 91,157,458 -15%
SMA’s No
Private Funds 0 5

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 986M 821M 657M 493M 329M 164M
2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary