Malaga Cove Capital LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Malaga Cove Capital LLC
CRD #146959
SEC #801-69102
CIK #0001603001
AUM $209.5 MM (2023-01-24)
Employees 3 (67% Investors, 0% Brokers)
Phone310-421-2141
Address425 Via Corta
Palos Verdes Estates, CA 90274
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3002401801206002007201220182024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 155 42.7
(b) Individuals (high net worth individuals) 53 155.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 7 7.9
(h) Charitable organizations 2 0.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 3.1
(n) Other 0 0.0
Total 501 209.5
By Discretionary
Discretionary 501 209.5
Non-Discretionary 0 0.0
Total 501 209.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 209.5
Total 501 209.5
EDGAR Form CIK 2011 - 2023
13F-HR [0001603001]
Comparable Firms State AUM ($BB)
Triton Financial Group Inc
MA 0.2
Carpenter Claydon Advisors Inc
FL 0.2
Auspicious Financial Planning LLC
CA 0.2
Fai Advisors Inc
MI 0.2
Mai Inc
KY 0.2
Integral Investment Advisors Inc
CA 0.2
American Financial & Tax Strategies Inc
NY 0.2
Future Finances Inc
OH 0.2
American Retirement Planning Group Inc
NV 0.2
Wealth Analytics Partners LLC
CA 0.2
Terms | Privacy | Guide
tony@aum13f.com