Sitrin Capital Management, LLC
Firm details
- Headquarters
- Century City, California
- CRD number
- 282436
- Registered since
- February 3, 2016
- Website
- www.sitrincapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.58%
- Individuals8.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sitrin Capital Management, LLC is an independent registered investment adviser that manages fee-based relationships for individuals and families. The firm is equity-centric: its filings show a clear preference for exchange-traded equities and individual stocks, supplemented by mutual funds and ETFs. Advisory services center on financial planning and portfolio management for individuals, small businesses and institutions, with compensation charged as a percentage of assets under management. Sitrin is not flagged as an active ESG investor and operates under a single-state registration profile.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities57%
- US Government Bonds32%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Scott Sitrin
Investment AdvisorCRD 5009558
Efren Bolisay
Managing DirectorCRD 3080389
Marcus Sitrin
Investment AdvisorCRD 425541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$7.9M in ETFs
100%
$7.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $7.9M | 12,158 | 100.00% |
Location
Century City, CA
Los Angeles
Location
Century City, CA
Headquartered in Century City, 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
- 2029 Century Park E
- Time zone
- PT (UTC-8)
- Office locations
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