Sila Value Advisors, LLC

RIASEC Registered
Total AUM
$2.2M
Discretionary
$1.5M
68% of AUM
Avg account
$550K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
Manhattan Beach, California
CRD number
150760
Fee structure
Percentage of AUM
Client types
  • Individuals68.18%
  • HNWI31.82%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Sila Value Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, charging a percentage-of-AUM fee. According to filings, it is not a multi-state adviser, does not act as a capital allocator, and does not identify as an active ESG investor. Its client base is individual and family households.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Cash & Cash Equivalents 70%, Exchange Traded Equities 30%70%
  • Cash & Cash Equivalents70%
  • Exchange Traded Equities30%

Contacts

1 of 1
  • Pavan Nagpal

    Pavan Nagpal

    PresidentCRD 5122197

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

Manhattan Beach, CA

Los Angeles

Location

Manhattan Beach, CA

Headquartered in Manhattan Beach, 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
1710 8th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth