COMMONWEALTH ASSET MANAGEMENT LP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
306098
Registered since
August 7, 2024

Firm profile

FINTRX

Overview

Commonwealth Asset Management LP is a limited partnership that registered with the SEC in 2024 and operates as a commodity pool operator (CPO) or commodity trading advisor (CTA). The firm identifies as a domestic entity/individual ownership structure and is classified as unclassified in the available snapshot. It does not position itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. Regulatory/activity disclosures list the firm as an investment adviser and sponsor and indicate roles such as general partner and managing member of pooled investment vehicles, consistent with running or sponsoring pooled funds and commodity pools.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ANDREA SCHWEIKERT

    Chief Financial OfficerCRD 7437563

  • OLIVER WALTERS

    Chief Operating OfficerCRD 7432688

Contacts

2 of 2
  • PETER RUMBOLD

    PresidentCRD 3247648

  • ADAM FISHER

    FounderCRD 3094180

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, 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
11755 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth