Sitrin Capital Management LLC (Century City)

Name: Sitrin Capital Management LLC
Address: 2029 Century Park East, Century City, CA, 90067
Telephone: (424) 777-4400

Sitrin Capital Management LLC is a large advisory firm based in Century City. It manages $364.89 million of regulatory assets for 495 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and New York.

Sitrin Capital Management provides financial planning services, portfolio management for individuals and small businesses, 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.

Sitrin Capital Management: assets under management

The assets under management (AUM) of Sitrin Capital Management LLC is $364.89 million. The firm's AUM has grown by 137% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $353.75 million in discretionary accounts and $11.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $988.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $81.26 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sitrin Capital Management LLC for their services and products based on a percentage of assets under management and fixed 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.

Based in Century City

The principal office where Sitrin Capital Management LLC performs its advisory services is located at 2029 Century Park East, Century City, CA 90067, 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 (424) 777-4400 or by fax (424) 777-4401. The normal business hours are 6:30 am - 3:00 pm on Monday - Friday. You can find more information about the New York firm at sitrincapital.com.

Sitrin Capital Management LLC (Century City)

Sitrin Capital Management: assets under management

Fees & Commissions

Based in Century City

Registered investment advisers similar to Sitrin Capital Management LLC