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Catalina Capital Group, LLC
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Overview Share
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Torrance, California
$177.5 million AUM
1 office

Catalina Capital Group, LLC is based in Torrance, California and has $177.5 million in assets under management.

Location
2790 Skypark Drive
Suite 309
Torrance, CA 90505
$177.5 million
AUM
3
Employees
AUM Share
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$177,500,000
Assets under management
279 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 47 $11,294,000 6% $240,298
High net worth individuals 33 $135,181,000 76% $4,096,394
Pension and profit sharing plans 39 $29,641,000 17% $760,026
Other corporations or businesses 2 $1,384,000 1% $692,000
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$177,500,000
Assets under management
$59,166,667
AUM per employee
$59,166,667
AUM per investment analyst
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Compensation

Catalina Capital Group, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
Services offered

Catalina Capital Group, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Firm data Share
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CRD number 172,556
SEC number 801-110269
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date May 12, 2020

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Catalina Capital Group, LLC
Fund: $177,500,000