Firm profile

M83 INVESTMENT GROUP, LLC

CALABASAS, CACRD 332416Latest ADV December 5, 2025

M83 Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Calabasas, CA. Its latest Form ADV filing, dated December 5, 2025, reports $191M in regulatory assets under management, 6 employees, and 1 account.

Assets Under Management
$191M
Employees
6
Offices
--
Total Clients
<5
Primary office
CALABASAS, CA
27200 AGOURA ROAD, SUITE 200, CALABASAS, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(818) 222-4727
WebsiteNot reported
LinkedInNot reported

Leadership

4 roles identified
CEOJeffrey Sarti
CCOMenachem Striks
COOStacey L. Mckinnon

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$191Mas of December 5, 2025
Discretionary100.0%
$191M
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.

Total AUM$191M
Total Accounts1
10Y AUM Change+$79M (+70.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee0:1
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.