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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) |
| Fees | |
| Minimum | |
| Phone | 424-777-4400 |
| Address | 2029 Century Park East Century City, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001664771 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Oracle Corp | 6.6 | ||
| Facebook Inc | 6.5 | ||
| Waste Management Inc | 6.4 | ||
| Visa Inc | 6.1 | ||
| Palo Alto Networks Inc | 6.1 | ||
| AbbVie Inc | 6.0 | ||
| American International Group Inc | 5.9 | ||
| Broadcom Inc | 5.7 | ||
| BlackRock Inc | 5.7 | ||
| Lilly Eli & Co | 5.5 | ||
| Horton D R Inc /DE/ | 5.3 | ||
| Microsoft Corp | 5.3 | ||
| Agilent Technologies Inc | 5.2 | ||
| Lockheed Martin Corp | 4.9 | ||
| Masco Corp /DE/ | 4.5 | ||
| Sherwin Williams Co | 4.3 | ||
| Vistra Energy Corp | 4.0 | ||
| American Tower Corp /MA/ | 3.9 | ||
| Gallagher Arthur J & Co | 3.7 | ||
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| 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 |
|---|---|---|
|
Clarendon Private LLC
✚
|
MA | 352.1 M |
|
Laraway Financial Advisors Inc
✚
|
MN | 351.5 M |
|
Caldwell Advisors LLC
✚
|
TN | 351.4 M |
|
Entrust Financial LLC
✚
|
PA | 350.9 M |
|
Panoramic Investment Advisors LLC
✚
|
CO | 350.6 M |
|
Bridgewater Asset Management LLC
✚
|
MO | 350.5 M |
|
Sykon Capital LLC
✚
|
NY | 350.1 M |
|
Sonoma Allocations LLC
✚
|
CA | 350.0 M |
|
Superior Planning LLC
✚
|
CA | 349.6 M |
|
Manners Paul & Associates Inc
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|
GA | 349.5 M |