AUDENT GLOBAL ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- WEST HOLLYWOOD, California
- CRD number
- 308166
- Registered since
- May 11, 2020
- Website
- www.audentgam.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles56.6%
- HNWI23.34%
- Corporations / Businesses7.23%
- Individuals6.73%
- Pension & Profit Sharing Plans5.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Audent Global Asset Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm serves both individual & family clients and institutional investors and describes itself as a capital allocator that sponsors and manages pooled investment vehicles. Its advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and selection of sub‑advisers. Fee arrangements span a percentage of AUM, fixed fees, and performance‑based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds32%
- Exchange Traded Equities17%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents14%
- Other10%
Owners & executives
2 of 2PAUL FEINSTEIN
Founder & CEOCRD 3225177
JOHN HUGHES
Chief Operating OfficerCRD 7419708
Contacts
3 of 3Daniel Hennig
Director of Trading & OperationsCRD 6959795
JONATHAN CAPRILLI
Senior Client Service AssociateCRD 6516886
ANDREW BOYLE
Senior DirectorCRD 5209702
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$60.9M in ETFs
100%
$60.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.8M | 13,536 | 14.50% |
Location
WEST HOLLYWOOD, CA
LOS ANGELES
Location
WEST HOLLYWOOD, CA
Headquartered in WEST HOLLYWOOD, 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
- 9200 W Sunset Blvd
- Time zone
- PT (UTC-8)
- Office locations
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