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| Sitrin Capital Management LLC
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|---|---|
| CRD # | 282436 |
| SEC # | 801-107216 |
| CIK # | 0001664771 |
| AUM | 351.1 M (2026-02-09) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 424-777-4400 |
| Address | 2029 Century Park East Century City, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.5 | ||
| Lam Research Corp | 9.5 | ||
| Nvidia Corp | 9.2 | ||
| Marathon Petroleum Corp | 9.1 | ||
| Wal Mart Stores Inc | 8.9 | ||
| J P Morgan Chase & Co | 7.9 | ||
| Alphabet Inc | 7.8 | ||
| Costco Wholesale Corp /NEW | 6.8 | ||
| Amgen Inc | 6.7 | ||
| Amazon Com Inc | 6.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 29.6 |
| (b) Individuals (high net worth individuals) | 99 | 321.5 |
| (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 | 626 | 351.1 |
| By Discretionary | ||
| Discretionary | 626 | 351.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 626 | 351.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.1 | |
| Total | 626 | 351.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001664771] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MA | 352.1 M |
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Laraway Financial Advisors Inc
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Panoramic Investment Advisors LLC
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Bridgewater Asset Management LLC
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Sykon Capital LLC
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NY | 350.1 M |
|
Sonoma Allocations LLC
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|
Superior Planning LLC
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CA | 349.6 M |
|
Manners Paul & Associates Inc
✚
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