Signature Estate & Investment Advisors is an investment advisor in Los Angeles with $12.73 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Signature Estate & Investment Advisors LLC
SEC CIK
IRS number
954603559
SEC advisor number
801-56288
FINRA CRD number
108163
AUM ?
$12.73 bn
(as of 16 Nov 22)
Accounts
15,696
(as of 16 Nov 22)
Employees
102
(62 investment advisory or research)
Address
Signature Estate & Investment Advisors
2121 AVENUE OF THE STARS
SUITE 1600
LOS ANGELES
CA 90067
2121 AVENUE OF THE STARS
SUITE 1600
LOS ANGELES
CA 90067
Office hours
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Phone
8007235115
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Holmes, Brian, David | President/ceo/secretary | 08/1996 | 50-75% |
Liska, Gary, Kendall | Senior Partner/cfo | 02/1997 | 10-25% |
Mccoy, Deron, Talmadge | Chief Investment Officer | 01/2014 | < 5% |
Rosen, Eric, Zachary | Chief Compliance Officer | 12/2017 | < 5% |
Fusaro, Joseph, Lawrence | Director of Operations | 10/2004 | < 5% |
Maryanopolis, Christopher | Chief Operating Officer | 01/2021 | < 5% |
Signature Financial Services Group | Shareholder | 10/2022 | > 75% |
Seia Holdings, LLC | Shareholder | 09/2022 | 50-75% |
Reverence Capital Partners Opportunities Fund V (Pe Fund Iii), L.P. | Limited Partner | 10/2022 | 25-50% |
Reverence Capital Partners Opportunities Fund V (Pe Fund Iii) GP, L.P. | General Partner | 06/2021 | |
Reverence Capital Partners Opportunities Fund V (Pe Fund Iii) GP, LLC | General Partner | 06/2021 | |
Berlinski, Milton, Ralph | Managing Member | 06/2021 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21