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 registered investment adviser organized as an LLC and registered with the SEC since 2008. The firm is owned by an individual and serves both individual & family clients and institutional or business clients. Its primary advisory work is portfolio management for individuals, small businesses and for businesses or institutions, and it charges fees based on a percentage of assets under management. Malaga Cove does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or pension consultant.
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%
Contacts
3 of 3
Alfred Walsh
Portfolio ManagerCRD 2530231
Alfred Walsh
AssociateCRD 7774903
Mark Choate
Portfolio ManagerCRD 46027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$29.7M in ETFs
100%
$29.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $9.4M | 93,255 | 31.62% |
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
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