Malaga Cove Capital, LLC
Firm details
- Headquarters
- Palos Verdes Estates, California
- CRD number
- 146959
- Registered since
- May 5, 2008
- Website
- malagacovecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.67%
- Individuals21.18%
- Pension & Profit Sharing Plans2.99%
- Corporations / Businesses2.98%
- Charitable Organizations0.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Malaga Cove Capital, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm has been registered with the SEC since 2008 and manages client portfolios on a fee basis (percentage of AUM). Its client mix includes high-net-worth individuals and families as well as institutional/organizational accounts. Advisory services focus on discretionary portfolio management for individuals, small businesses, and institutional clients. The firm reports an equity-first preference on its ADV and is not designated as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$37.9M in ETFs
100%
$37.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $12.1M | 132,035 | 31.96% |
Location
Palos Verdes Estates, CA
Los Angeles
Location
Palos Verdes Estates, CA
Headquartered in Palos Verdes Estates, 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
- 425 Via Corta
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Delarme Wealth Management, Inc.
RIAPalos Verdes Estates, CA
Guardian Investment Management
RIATiburon, CA
Kensington Investment Counsel
RIALong Beach, CA
MFA Wealth Services
RIAThousand Oaks, CA
NRI Wealth Management, LLC
RIASanta Clara, CA
Topel & Distasi Wealth Management, LLC
RIABerkeley, CA