Sila Value Advisors, LLC
Firm details
- Headquarters
- Manhattan Beach, California
- CRD number
- 150760
- Fee structure
- Percentage of AUM
- Client types
- Individuals68.18%
- HNWI31.82%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sila Value Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, charging a percentage-of-AUM fee. According to filings, it is not a multi-state adviser, does not act as a capital allocator, and does not identify as an active ESG investor. Its client base is individual and family households.
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
Asset composition
- Cash & Cash Equivalents70%
- Exchange Traded Equities30%
Contacts
1 of 1
Pavan Nagpal
PresidentCRD 5122197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Manhattan Beach, CA
Los Angeles
Location
Manhattan Beach, CA
Headquartered in Manhattan Beach, 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
- 1710 8th St
- Time zone
- PT (UTC-8)
- Office locations
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