EZCONTACT HOLDINGS, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 297950
Firm profile
FINTRXOverview
Ezcontact Holdings, LLC operates as a small, private investment adviser organized as a limited liability company. The firm’s public profile indicates it is not operating as a multi-state advisory platform or an ESG-driven allocator; rather, its activity centers on managing a single private investment vehicle. Reported metrics show no retail or institutional advisory client relationships on a managed-account basis, so the firm appears to focus on fund-level investing rather than providing broad wealth management or investment advisory services to outside individual accounts. The manager profile and structure point to a boutique operator: concentrated capital, a narrow product set, and a compact ownership base. That posture typically implies hands-on portfolio management of private assets, with decision-making and operations vested in a small leadership group rather than a distributed advisory team.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5TARA BRANTLEY
InvestorCRD 5821991
ZACHARY GOREN
InvestorCRD 5352002
RAVI SARIN
ManagerCRD 6850739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 10207 Clematis Ct
- Time zone
- PT (UTC-8)
- Office locations
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