REMY INVESTORS & CONSULTANTS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$888M
Discretionary
$423M
48% of AUM
Avg account
$30.6M
Accounts
29
Employees
6
Advisory reps
4

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Other 14%, Cash & Cash Equivalents 11%, Private Funds 10%, Non-Exchange Traded Equities 9%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%53%
  • Exchange Traded Equities53%
  • Other14%
  • Cash & Cash Equivalents11%
  • Private Funds10%
  • Non-Exchange Traded Equities9%

Owners & executives

3 of 3
  • EUGENE NAKA

    Chief Compliance OfficerCRD 7676462

  • MARK SIEGEL

    President and Co-Chief Investment OfficerCRD 4960220

  • SHANA BARGHOUTI

    Co-CIOCRD 5307785

Contacts

1 of 1
  • KENNETH BERNS

    PrincipalCRD 1960064

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth