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| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Berlin Jonathan Antonio MEZA
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|---|---|
| CRD # | 330370 |
| SEC # | 801-129828 |
| CIK # | |
| AUM | $1.4 M (2025-07-10) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 310-696-3704 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 1,420.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 1,420.0 |
| By Discretionary | ||
| Discretionary | 11 | 1,085.0 |
| Non-Discretionary | 3 | 335.0 |
| Total | 14 | 1,420.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 753.1 | |
| United States Persons | 666.9 | |
| Total | 14 | 1,420.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Palm Springs Advisory LLC
✚
|
0.0 | |
|
Stone Wall Financial Group LLC
✚
|
TX | 0.0 |
|
Colomb Investment Management Company LLC
✚
|
LA | 0.0 |
|
Selective Capital SRL
✚
|
0.0 | |
|
Praestantia Capital LLC
✚
|
TX | 0.0 |
|
Brickstone Financial
✚
|
0.0 | |
|
Branson Fowlkes Russell Inc
✚
|
TX | 0.0 |
|
Xantos Labs LLC
✚
|
0.0 | |
|
MAAT Investment Group GmbH
✚
|
0.0 | |
|
Penserra Global Investors LLC
✚
|
CA | 0.0 |