M83 Investment Group, LLC
Firm details
- Headquarters
- Calabasas, California
- CRD number
- 332416
- Registered since
- November 12, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
M83 Investment Group, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2024. The firm focuses on portfolio management for investment companies and serves an institutional client base. Its business model uses a percentage-of-assets fee schedule rather than performance-only or flat fees. FINTRX flags the firm as having related-adviser activity and industry affiliations that include roles as an investment adviser and sponsor and as a general partner/managing member of pooled investment vehicles. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator in the sense of seeding or allocating to external manager platforms.
Assets & Accounts
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
Owners & executives
3 of 4
Menachem Striks
Chief Compliance OfficerCRD 7310871

Stacey Mckinnon
COOCRD 6526531

Jeffrey Sarti
CEO & PartnerCRD 4837493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 27200 Agoura Rd
- Time zone
- PT (UTC-8)
- Office locations
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