S
$2.2M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-06-2009
- Office Locations
- 1
Office Locations
-- Manhattan Beach CA
About Sila Value Advisors, LLC
Sila Value Advisors, LLC is a Manhattan Beach-based RIA. The firm has been operating for 16 years. Managing $2.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$314.3K AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Client Personas
Available
Investment Vehicles
Available
Services
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Owner & Executives
P
PAVAN NAGPAL
Managing Member
- CRD
- #5122197
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,500,000 | -- |
| Non-Discretionary | $700,000 | -- |
| Total | $2,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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