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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • MENACHEM STRIKS

    Chief Compliance OfficerCRD 7310871

  • STACEY MCKINNON

    COOCRD 6526531

  • JEFFREY SARTI

    CEO & PartnerCRD 4837493

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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