M83 Investment Group, LLC

RIASEC RegisteredEst. 2024
Total AUM
$191M
Discretionary
$191M
100% of AUM
Avg account
$191M
Accounts
1
Employees
6
Advisory reps
4

Firm details

Headquarters
Calabasas, California
CRD number
332416
Registered since
November 12, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

M83 Investment Group, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2024. The firm focuses on portfolio management for investment companies and serves an institutional client base. Its business model uses a percentage-of-assets fee schedule rather than performance-only or flat fees. FINTRX flags the firm as having related-adviser activity and industry affiliations that include roles as an investment adviser and sponsor and as a general partner/managing member of pooled investment vehicles. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator in the sense of seeding or allocating to external manager platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

3 of 4
  • Menachem Striks

    Menachem Striks

    Chief Compliance OfficerCRD 7310871

  • Stacey Mckinnon

    Stacey Mckinnon

    COOCRD 6526531

  • Jeffrey Sarti

    Jeffrey Sarti

    CEO & PartnerCRD 4837493

Unlock 1 more executives

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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
27200 Agoura Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth