SEPULVEDA MANAGEMENT LLC

RIASEC RegisteredEst. 2016
Total AUM
$355M
Discretionary
$355M
100% of AUM
Avg account
$118M
Accounts
3
Employees
8
Advisory reps
7

Firm details

Headquarters
Los Angeles, California
CRD number
284290
Registered since
July 29, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sepulveda Management LLC is organized as a domestic limited liability company that operates as a hedge fund manager and portfolio manager for pooled investment vehicles and for businesses or institutions. The firm registered with the SEC in 2016 and targets institutional clients. Its compensation model combines an asset-based fee and performance-linked fees. Sepulveda does not flag itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator. The firm maintains several industry affiliations beyond advisory work, including roles tied to broker-dealer activity, commodity pool/CTA functions, insurance company relationships, real estate brokerage, and sponsorship or management roles for limited partnerships and pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Kathryn Jones

    Chief Compliance Officer and CounselCRD 6768341

  • RICHARD VILLA

    Managing Director, Chief Financial OfficerCRD 5586600

Contacts

3 of 5
  • VINCENT STAUNTON

    Senior Vice PresidentCRD 4056548

  • JEREMY ZHU

    Portfolio ManagerCRD 4326419

  • ANDREW BOWDEN

    Executive Vice President and General CounselCRD 2480645

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
515 S Flower St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth