RIA Intel›Advisers›California›MARGO PARK LLC

MARGO PARK LLC

Advisory

SAN DIEGO, CA

Data as of Jun 12, 2026 · Source: SEC Form ADV

Rank in CA

#3,779

of 5,480 advisers by AUM

Average account

$133K

across 273 accounts

AUM per adviser

$12M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 12, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$36M

Discretionary AUM$33M

Non-Discretionary AUM$4M

Discretionary %90%

Total Clients75

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OK

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

75 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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