Felicitas Global Partners, LLC
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Overview
Felicitas Global Partners, LLC is a financial advisory firm headquartered in Pasadena, California. The company administers $750.4 million in total assets across 14 customer accounts, making it one of the bigger firms in the nation by assets under management (AUM). Felicitas Global Partners, LLC has a small team, including 8 financial advisors. Felicitas Global Partners, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like equities, bonds and options.
Felicitas Global Partners, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which transaction choices are made by an investment advisor without requiring the client's consent. Felicitas Global Partners, LLC's typical account size is $53.6 million. The average advisor at Felicitas Global Partners, LLC administers about two client accounts, making it one of the most individualized firms in the country.
The firm's main office is at 65 North Raymond Avenue, Pasadena, California 91103. The firm is permitted to provide services to clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Felicitas Global Partners, LLC by the Numbers
$750.4 million
12
14
$53.6 million
Products and Services
Felicitas Global Partners, LLC offers a variety of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. However, it did not provide financial planning services to any of its customers in the previous fiscal year. Felicitas Global Partners, LLC is not engaged in selling products or offering services apart from investment advice to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically are based on the type of services offered. Fee types billed by the company may include the following fee structures: asset-based, fixed or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to pooled investment vehicles. Out of its 14 accounts, Felicitas Global Partners, LLC's largest client type is pooled investment vehicles. Around 14% of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Felicitas Global Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Felicitas Global Partners, LLC
Pasadena, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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