Sitrin Capital Management, LLC

CRD#282436
Investment Advisor Firm

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Overview

Sitrin Capital Management, LLC is a financial advisor company headquartered in Los Angeles, California. The company has $453.7 million in total assets over 607 accounts, making it one of the larger firms in the country by assets under management (AUM). The company has a small group of six employees, all of whom are financial advisors. Sitrin Capital Management, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as stocks, bonds and options.

Sitrin Capital Management, LLC administers the majority of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell decisions without needing to seek client permission. It also has 166 non-discretionary accounts totaling $148.0 million in assets. The investment advisory firm manages an average of $747,437 for each account. The typical financial advisor at Sitrin Capital Management, LLC administers around 101 client accounts.

Sitrin Capital Management, LLC's central office is located at 2029 Century Park East, Suite 550, Los Angeles, California 90067. The company is legally permitted to serve customers throughout a number of states, including Arizona, California, Idaho, Michigan, Minnesota, New York and Texas.

Assets Under Management

$453.7 million

Number of Advisors

6

Disclosures

No

Office Location

2029 Century Park East, Suite 550
Los Angeles, CA 90067

Sitrin Capital Management, LLC by the Numbers

Total Assets Under Management

$453.7 million

National Average: $3.7 billion
Total Number of Employees

6

National Average: 29
Total Number of Accounts

607

National Average: 2,073
Average Account Size

$747.4 thousand

National Average: $1.8 million

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Products and Services

Sitrin Capital Management, LLC offers a variety of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. However, Sitrin Capital Management, LLC did not provide any of its clients with financial planning services in the prior financial year. The company does not sell products or offer services aside from investment advice to its investment advisory accounts.

Core Advisor Services

  • Offered by 45% of firms

    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.

  • Offered by 62% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    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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Fee Structure

Financial advisory fees usually vary depending on which services are provided. Fee types billed by the firm typically consist of the following fee types: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Sitrin Capital Management, LLC.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm provides services to retail investors and high net worth investors. Out of its 607 clients, Sitrin Capital Management, LLC's largest client is retail investors, but it also serves 77 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are non-U.S. persons.

  • High-Net-Worth Individuals* - 31.05%
  • Other Individuals - 68.95%
  • Corporations - 0%
  • 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

Sitrin Capital Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Sitrin Capital Management, LLC

Scott Sitrin
New York, NY
Ryan Sitrin
Los Angeles, CA
Efren Bolisay
Los Angeles, CA
Marcus Sitrin
Los Angeles, CA

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This content was compiled from the SEC and FINRA