REMY INVESTORS & CONSULTANTS, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 326958
- Registered since
- June 16, 2023
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles45.33%
- HNWI32.35%
- Charitable Organizations11.46%
- Corporations / Businesses10.86%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Remy Investors & Consultants, LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2023. The firm operates across multiple fund structures — including hedge fund and private equity vehicles — and also provides portfolio management for individuals, small businesses, and pooled investment vehicles. Remy serves both individual/family and institutional clients and performs selection of other advisers; it also functions as a sponsor, general partner, and managing member for pooled vehicles. The firm is not an ESG-focused investor and does not characterize itself as a multi-state or pension consultant adviser. Remy’s fee arrangements are mixed: it charges asset-based fees, fixed fees, and performance-based fees. It is active as a commodity pool operator/commodity trading adviser (CPO/CTA), reflecting its multi-faceted manager classification and capacity to run proprietary pooled strategies.
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 Equities53%
- Other14%
- Cash & Cash Equivalents11%
- Private Funds10%
- Non-Exchange Traded Equities9%
Owners & executives
3 of 3EUGENE NAKA
Chief Compliance OfficerCRD 7676462
MARK SIEGEL
President and Co-Chief Investment OfficerCRD 4960220
SHANA BARGHOUTI
Co-CIOCRD 5307785
Contacts
1 of 1KENNETH BERNS
PrincipalCRD 1960064
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, 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
- 1801 Century Park E
- Time zone
- PT (UTC-8)
- Office locations
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