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 an SEC-registered investment adviser organized as an LLC that operates both as a manager of pooled vehicles and as an adviser to individual and institutional clients. The firm is positioned as a hybrid manager, combining hedge fund and private equity activity alongside traditional portfolio management. Its advisory mandate includes separate account portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third‑party advisers. Remy also performs commodity pool or trading adviser functions (CPO/CTA) and acts in sponsor/GP/managing member roles for pooled vehicles it oversees. The firm’s fee schedules include asset‑based fees, fixed fees and performance‑linked compensation. Remy does not identify as an active ESG investor and is not structured as a multi‑state adviser in the registry information.
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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