S
$26.6M Total AUM
$26.6M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-21-2022
- Office Locations
- 1
Office Locations
-- LOS Angeles CA
About Spondeo Capital, LLC
Spondeo Capital, LLC is a LOS Angeles-based RIA. The firm has been operating for 4 years. Managing $26.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$26.6M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SHAUKET SHERALI
Chief Compliance Officer, Managing Partner, Senior Portfolio Manager
- CRD
- #1954959
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,598,273 | $885,714 |
| Non-Discretionary | $0 | -- |
| Total | $26,598,273 | $885,714 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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