Almitas Capital LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$534M

Accounts

2

Employees

12

Advisory reps

2

Firm details

Headquarters: Santa Monica, California
CRD number: 166705
Registered since: June 30, 2016
Website: almitascap.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Almitas Capital LLC is a privately owned hedge fund organized as an LLC and registered with the SEC in 2016. The firm acts as a manager of pooled investment vehicles and is registered as a CPO/CTA, positioning itself to run actively managed hedge strategies for institutional clients. Compensation is a blend of an asset-based fee and performance-based fees. The firm does not self-identify as an ESG investor and appears focused on traditional hedge-fund structures rather than multi-state or pension-consulting activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Yulia Perruzzi
COO/CFO/CCOCRD 7247063

Contacts

1 of 1

Ronald Mass
Managing PartnerCRD 1786626

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$79.2M in ETFs

Passive

100%

$79.2M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
FIDELITY WISE ORIGIN BITCOIN FUND (FBTC)	Fidelity	Passive	Digital Assets	$69.7M	1,364,522	87.93%

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Primary office

Santa Monica, CA

Los Angeles

Location

Santa Monica, CA

Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: Los Angeles
Address: 1335 4th St
Time zone: PT (UTC-8)
Office locations

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