MALAGA COVE CAPITAL, LLC
Firm details
- Headquarters
- PALOS VERDES ESTATES, California
- CRD number
- 146959
- Registered since
- May 5, 2008
- Website
- malagacovecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.67%
- Individuals21.18%
- Pension & Profit Sharing Plans2.99%
- Corporations / Businesses2.98%
- Charitable Organizations0.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Malaga Cove Capital, LLC is a privately owned LLC that has been SEC-registered since 2008 and provides fee-based advisory services charged as a percentage of assets under management. The firm serves both high-net-worth individuals and families as well as institutional clients, focusing on discretionary portfolio management for individuals, small businesses and institutional/business accounts. Malaga Cove does not identify as an active ESG investor and is not flagged as a multi-state adviser; ownership is listed as individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Contacts
3 of 3ALFRED WALSH
Portfolio ManagerCRD 2530231
ALFRED WALSH
AssociateCRD 7774903
MARK CHOATE
Portfolio ManagerCRD 46027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$24.7M in ETFs
100%
$24.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $7.7M | 83,931 | 31.15% |
Location
PALOS VERDES ESTATES, CA
LOS ANGELES
Location
PALOS VERDES ESTATES, CA
Headquartered in PALOS VERDES ESTATES, 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
- 425 Via Corta
- Time zone
- PT (UTC-8)
- Office locations
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