EXTRACT ADVISORS

RIASEC RegisteredEst. 2019

Total AUM

$914M

Discretionary

$914M

100% of AUM

Avg account

$131M

Accounts

7

Employees

9

Advisory reps

2

Firm details

Headquarters: CALABASAS, California
CRD number: 285535
Registered since: July 29, 2019
Website: www.extractcapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Extract Advisors is a private investment manager organized as an LLC and registered with the SEC since 2019. The firm serves primarily institutional clients and operates as a manager of pooled investment vehicles, acting in capacities that include CPO/CTA and general partner/managing member roles for funds it sponsors. Its business model combines percentage-of-AUM advisory fees with performance-based compensation. Extract Advisors is not positioned as an ESG investor and is not a multistate or newly formed adviser; ownership is held by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Ethan Park
Chief Compliance OfficerCRD 6713541

Contacts

1 of 1

DARIN MILMEISTER
Managing MemberCRD 4284685

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$2.8M in ETFs

Passive

100%

$2.8M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPROTT NICKEL MINERS ETF (NIKL)	Sprott	Passive	Natural Resources	$2.8M	175,000	100.00%

Primary office

CALABASAS, CA

LOS ANGELES

Location

CALABASAS, CA

Headquartered in CALABASAS, 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: 4500 Park Granada
Time zone: PT (UTC-8)
Office locations

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