9AT: POWER ASSET MANAGEMENT LLC

POWER ASSET MANAGEMENT LLC

POWER ASSET MANAGEMENT LLC

POWER ASSET MANAGEMENT

POWER-HAMLET, LLC

Adviser Profile

As of Date	03/24/2026
Registration	SEC, Approved, 09/26/2003
ADV Location	LOS ANGELES, CA, United States
Contact Info	310 xxxxxxx
Websites

AUM^*	175,000,000 -19%
of that, discretionary	175,000,000 -19%
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	2,187,500 -58%
% High Net Worth	100.00% 3%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

484M 415M 346M 277M 207M 138M 69M

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

We specialize in the following types of services: asset management and sub-advisory services. We are dedicated to providing individuals and other types of clients with investment advice relating to the purchase and sale of various fixed-income securities and, from time to time, issuing analyses and reports to clients in the above-described activities. Our firm is a limited liability company formed in the State of Delaware. Our firm has been in business as an investment adviser since 2003 and is owned by Michael R. Power, Chief Executive Officer. Advisory Services We Offer We emphasize continuous and regular account supervision. As part of our asset management service, we provide individuals and other types of clients with investment advice relating to the purchase and sale of various fixed-income securities and, from time to time, we issue analyses and reports to our clients in the aforementioned activities. Each portfolio will be initially designed to meet a particular investment goal, which we determine to be suitable to the client’s circumstances. Once the appropriate portfolio has been determined, we review the portfolio at least quarterly and if necessary, rebalance the portfolio based upon the client’s individual

needs, stated goals and objectives. Each client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Our firm may act as a Sub-Adviser, where we may design an investment portfolio and provide ongoing corresponding asset management services on a fee-only basis for a percentage of assets in conjunction with another investment advisory firm. Tailoring of Advisory Services We offer individualized investment advice to clients utilizing our firm’s Asset Management service. Each client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. Restrictions would be limited to our Asset Management service. Participation in Wrap Fee Programs We do not offer wrap fee programs. Regulatory Assets Under Management We manage 1 $217,000,000 on a discretionary basis as of 12/31/2023.

POWER ASSET MANAGEMENT LLC

POWER ASSET MANAGEMENT LLC

POWER ASSET MANAGEMENT

POWER-HAMLET, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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POWER ASSET MANAGEMENT LLC POWER ASSET MANAGEMENT LLC POWER ASSET MANAGEMENT POWER-HAMLET, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

POWER ASSET MANAGEMENT LLC

POWER ASSET MANAGEMENT LLC

POWER ASSET MANAGEMENT

POWER-HAMLET, LLC