CRD: 282436
Sitrin Capital Management, LLC
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- Custodian
- Broadridge · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-03-2016
- Office Locations
- 1
Office Locations
About Sitrin Capital Management, LLC
Sitrin Capital Management is a Century City, CA–based RIA providing wealth management and financial planning, with a disciplined, conservative portfolio approach aimed at navigating market volatility and supporting clients through major life transitions (retirement, inheritance, divorce, business sale). Portfolios commonly use ETFs and U.S. government/agency bonds; Schwab is a primary custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EFREN EDWARD BOLISAY JR
Chief Compliance Officer, Managing Member
- CRD
- #3080389
- Ownership
- 25% but less than 50%
RYAN GERARD SITRIN
Managing Member, Portfolio Manager
- CRD
- #4867657
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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MARCUS JAY SITRIN
Portfolio Manager
- CRD
- #425541
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $351,082,807 | $560,835 |
| Non-Discretionary | $0 | -- |
| Total | $351,082,807 | $560,835 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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