South Bay Financial Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Torrance, CA. Its latest Form ADV filing, dated March 4, 2026, reports $115M in regulatory assets under management, 5 employees, 2 offices, and 145 accounts.
Assets Under Management
$115M
Employees
5
Offices
2 offices
Total Clients
50
Primary office
TORRANCE, CA
21515 HAWTHORNE BLVD, SUITE 200, TORRANCE, CA, United States
Top client segmentHNWI represent 54.0% of total clients.
Top client categories% of clientsClients
1
HNWI
54.0%
27
2
Individuals
46.0%
23
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$115Mas of March 4, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$115M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$115M
Total Accounts145
10Y AUM Change$-6M (-5.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee10:1
10Y Employee Change+4 (+400.0%)
* 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.