Pasadena Private Wealth is a fund manager in Pasadena with $917.24 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
824823358
SEC advisor number
801-112999
FINRA CRD number
295178
AUM ?
$917.24 mm
(as of 4 Apr 23)
Accounts
1,267
(as of 4 Apr 23)
Employees
10
(5 investment advisory or research)
Address
Pasadena Private Wealth
2 N. LAKE AVE.
STE 520
PASADENA
CA 91101
2 N. LAKE AVE.
STE 520
PASADENA
CA 91101
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
626-993-9300
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Muth, Bryan, ANDREW | Managing Partner | 05/2018 | 25-50% |
Whyte, Iain, Alexander | Chairman, Managing Partner | 05/2018 | 25-50% |
Holford, Simon, Matthew | CEO, Managing Partner | 05/2018 | 25-50% |
Colbath, Craig, Richard | Chief Compliance Officer | 01/2019 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Pasadena Private Wealth, LLC | $917.24 mm | |
Pasadena Private Equity Fund 1 LP | $940.00 k | Private Equity Fund |
Pasadena Private Real Estate Fund 1 LP | $30.00 mm | Real Estate Fund |
Pasadena Private Real Estate Fund 2 LP | $18.40 mm | Real Estate Fund |
PPW Credit Opportunities Fund I LP | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
18 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22