SEPULVEDA MANAGEMENT LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Kathryn Jones
Chief Compliance Officer and CounselCRD 6768341
RICHARD VILLA
Managing Director, Chief Financial OfficerCRD 5586600
Contacts
3 of 5VINCENT STAUNTON
Senior Vice PresidentCRD 4056548
JEREMY ZHU
Portfolio ManagerCRD 4326419
ANDREW BOWDEN
Executive Vice President and General CounselCRD 2480645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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