Top financial advisors in Century City, CA
We've curated a list of the best financial advisors in Century City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $296,468,902 Number of advisors 6 advisors | |||
| 2 | Assets under management $169,200,000 Number of advisors 8 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Century City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Century City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Sitrin Capital Management, LLC
Sitrin Capital Management, LLC is an independent registered investment adviser established in 2012 and based in Century City, CA. The firm offers asset management, financial planning, and consulting services, focusing on comprehensive portfolio management. Clients can expect individualized investment advice with the opportunity to place reasonable restrictions on investments. The firm's annual fee is prorated and charged quarterly, not exceeding 2.0% of total assets under management. SCM manages $326,209,143 on a discretionary basis as of December 31, 2024. The minimum account balance for their services is $300,000, which may be waived at the firm's discretion. Investment strategies include top-down analysis, tracking the S&P 500 index, and investing in individual equities, fixed income, and ETFs. SCM does not provide performance-based fees and exercises investment discretion over client accounts. The firm votes client proxies and does not require prepayment of fees exceeding $1,200 or custody of client funds. Clients receive quarterly account statements directly from custodians. SCM has not been involved in any legal or disciplinary events, acting as a fiduciary with a duty to act in the best interest of clients at all times.
$296,468,902 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Breakwater Management, Lp
Breakwater Management LP, established in January 2007, is a California limited partnership specializing in discretionary investment management services for private investment vehicles. The firm, led by managing partner Eric Beckman, focuses on private equity investments in media & entertainment, marketing, and tech-enabled services sectors. Breakwater manages four private investment vehicles structured as limited partnerships, fully invested with approximately $169.2 million in regulatory assets as of December 31, 2022. The firm charges management fees ranging from 1.5% to 2.0% per annum based on the cost basis of invested capital for its Funds. Breakwater tailors its advisory services to each Client's needs, managing them in accordance with specific investment objectives and limitations. The firm also engages in performance-based fees and side-by-side management, subject to certain conditions. Breakwater's investment strategy primarily involves direct investments in lower middle market companies, focusing on senior secured loans and private equity. The firm emphasizes risk management and potential conflicts of interest, ensuring compliance with regulatory requirements. Clients are limited to accredited investors, qualified clients, and qualified purchasers, with minimum investment requirements and suitability criteria. Breakwater maintains a Code of Ethics to prioritize clients' interests and compliance with federal securities laws. The firm does not participate in soft dollar arrangements, receive client referrals from broker-dealers, or have directed brokerage dealings. Overall, Breakwater provides discretionary investment management services with a focus on private equity opportunities in specific sectors, emphasizing risk management and regulatory compliance.
$169,200,000 under management
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Century City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Century City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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