Commonwealth Asset Management LP

RIASEC RegisteredEst. 2026
Total AUM
$296M
Discretionary
$0
0% of AUM
Avg account
$98.6M
Accounts
3
Employees
4
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
306098
Registered since
September 9, 2026
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Commonwealth Asset Management LP is structured as a limited partnership that operates as a hedge fund adviser and sponsor to pooled vehicles. The firm serves institutional clients and is identified as a CPO/CTA and portfolio manager for pooled investment vehicles, acting in roles that include adviser, sponsor and managing member of its funds. Ownership is recorded as a combination of a domestic entity and an individual. The firm reports a fee mix that includes asset-based fees, fixed fees and performance fees. It does not identify as an active ESG investor, is not a multi-state adviser, and is not characterized as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

2 of 2
  • Oliver Walters

    Oliver Walters

    Chief Operating OfficerCRD 7432688

  • Andrea Schweikert

    Andrea Schweikert

    Chief Financial OfficerCRD 7437563

Contacts

2 of 2
  • Adam Fisher

    Adam Fisher

    FounderCRD 3094180

  • Peter Rumbold

    Peter Rumbold

    PresidentCRD 3247648

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
11755 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth