NEWPORT BEACH, CACRD 144069Latest ADV March 27, 2026
Signature Resources Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 27, 2026, reports $304M in regulatory assets under management, 15 employees, 4 offices, and 891 accounts.
Assets Under Management
$304M
Employees
15
Offices
4 offices
Total Clients
378
Primary office
NEWPORT BEACH, CA
100 BAYVIEW CIRCLE, SUITE 2200, NEWPORT BEACH, CA, United States
Top client segmentIndividuals represent 73.0% of total clients.
Top client categories% of clientsClients
1
Individuals
73.0%
276
2
HNWI
23.8%
90
3
Pension Plans
3.2%
12
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$304Mas of March 27, 2026
Discretionary100.0%
$304M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$304M
Total Accounts891
10Y AUM Change+$141M (+86.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee25:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.