The M2 FINANCIAL California is a privately held investment adviser that advises $158mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. M2 FINANCIAL California is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 377.22% over the last 5-years.
The Group has been registered with the SEC for 0.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 27441 TOURNEY ROAD SUITE 260, VALENCIA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 6 investment and 0 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $158mn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 8 other accounts. Assets of Investment Companies (IC) clients own $103.46mn or 65.48% of Total Assets and Pension and Profit Sharing Plans-Private own $40.09mn or 25.37% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are Investment Companies (IC) and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
M2 FINANCIAL California names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.