Extract Advisors

RIASEC RegisteredEst. 2019
Total AUM
$914M
Discretionary
$914M
100% of AUM
Avg account
$131M
Accounts
7
Employees
9
Advisory reps
2

Firm details

Headquarters
Calabasas, California
CRD number
285535
Registered since
July 29, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Extract Advisors is a privately held LLC registered with the SEC in 2019 that operates as a multi-strategy manager across hedge fund, private equity and securitized-asset vehicles. The firm serves institutional clients and combines manager-led pooled vehicles with allocations to third-party alternative managers. It operates as a commodity pool operator or commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles, often acting as sponsor and managing member of those vehicles. Fee arrangements include a percentage-of-AUM fee alongside performance-based compensation. Extract Advisors is not reported as an active ESG investor and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

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

1 of 1
  • Ethan Park

    Chief Compliance OfficerCRD 6713541

Contacts

1 of 1
  • Darin Milmeister

    Darin Milmeister

    Managing MemberCRD 4284685

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Calabasas, CA

Los Angeles

Location

Calabasas, CA

Headquartered in Calabasas, 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
4500 Park Granada
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth