A-GRADE MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
168124
Registered since
June 27, 2013

Firm profile

FINTRX

Overview

A-Grade Management LLC is a limited liability company that has been SEC-registered since 2013. The firm is organized as a domestic entity with individual ownership components and is categorized as unclassified in the dataset. Public filings indicate the firm does not present itself as a capital allocator to third parties and is not identified as an active ESG investor or as a multi-state adviser. Operationally, A-Grade functions as an adviser and sponsor of pooled investment vehicles, serving in GP and managing-member roles. That orientation suggests the firm’s primary activity is running private funds rather than providing broad retail or institutional advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • GUY OSEARY

    ManagerCRD 6209702

  • CHRISTOPHER KUTCHER

    ManagerCRD 6218525

  • RONALD BURKLE

    Founder & Managing PartnerCRD 4382812

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
9130 W Sunset Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth