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| Georgina Asset Management LLC
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|
|---|---|
| CRD # | 107949 |
| SEC # | 801-57689 |
| CIK # | 0001116989 |
| AUM | $357.8 M (2025-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 310-395-2679 |
| Address | 1201 Montana Ave Santa Monica, CA 90403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | KC Target Opportunity Fund I LP | 2014-03-31 | 0.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.1 |
| (b) Individuals (high net worth individuals) | 13 | 241.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 114.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 357.8 |
| By Discretionary | ||
| Discretionary | 15 | 157.3 |
| Non-Discretionary | 3 | 200.5 |
| Total | 18 | 357.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 357.8 | |
| Total | 18 | 357.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
H L Ormond & Company LLC
✚
|
NC | 0.4 |
|
Plum Street Advisors LLC
✚
|
0.4 | |
|
LGT Financial Advisors LLC
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|
TX | 0.4 |
|
Altus Wealth Management LLC
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|
KY | 0.4 |
|
Prosperity Financial Group Inc
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|
CA | 0.4 |
|
Lumbard & Kellner LLC
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|
NH | 0.4 |
|
Marin Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Naples Wealth Planning LLC
✚
|
FL | 0.4 |
|
Avisen Advisors LLC
✚
|
CA | 0.4 |
|
Momentous Wealth Management Inc
✚
|
WA | 0.4 |