CULVER CITY, CACRD 322066Latest ADV March 31, 2026
Primestor Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Culver City, CA. Its latest Form ADV filing, dated March 31, 2026, reports $234M in regulatory assets under management, 51 employees, and 4 accounts.
Assets Under Management
$234M
Employees
51
Offices
--
Total Clients
<5
Primary office
CULVER CITY, CA
9950 JEFFERSON BLVD, BLDG 2, CULVER CITY, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$234Mas of March 31, 2026
Discretionary56.7%
$133M
57% of total RAUM56.7%
Non-discretionary43.3%
$101M
43% of total RAUM43.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$234M
Total Accounts4
10Y AUM Change+$234M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees51
Clients per Employee0:1
10Y Employee Change+5 (+10.9%)
* 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.