M83 INVESTMENT GROUP, LLC
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
FINTRXOverview
M83 Investment Group, LLC is an SEC-registered investment adviser organized as a limited liability company; its SEC registration date is 2024. The firm serves an institutional client base and charges fees on a percentage-of-AUM basis. It is listed as a related adviser and is not identified as a multi-state or newly formed adviser. M83 is not marked as an active ESG investor and is not described as a capital allocator. The firm’s stated advisory activity is portfolio management for investment companies. Industry affiliations indicate roles beyond a pure adviser: M83 functions as an investment adviser and sponsor and can act as general partner and managing member of pooled investment vehicles. Those operational roles suggest the firm both oversees managed entities and may take sponsor or GP responsibilities for pooled structures.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4MENACHEM STRIKS
Chief Compliance OfficerCRD 7310871
STACEY MCKINNON
COOCRD 6526531
JEFFREY SARTI
CEO & PartnerCRD 4837493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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