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Culture Capital Partners, LLC

Culture Capital Partners, LLC. CRD 299797

Culture Capital Partners, LLC logo

CRD: 299797

Culture Capital Partners, LLC

$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
01-04-2019
Office Locations
1

Office Locations

-- Woodland Hills CA

About Culture Capital Partners, LLC

Culture Capital Partners is a multi-family office and entertainment/sports business management firm serving individuals and families in the entertainment and athletic community. The team starts with a financial evaluation covering spending, tax and insurance needs, then delivers integrated financial, estate and legacy planning alongside investment management. Portfolios are primarily implemented with ETFs, with custody through Interactive Brokers.

Team overview

-- AVG AGE
$1.0M AVG AUM / ADVISOR
$167.3K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

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Client Personas

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Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

GERARD ALONZO SINGFIELD

GERARD ALONZO SINGFIELD

Chief Compliance Officer, Managing Member

CRD
#5863336
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $1,004,000 --
Non-Discretionary $0 --
Total $1,004,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
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Asset class Assets Assets %
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