RIA IntelAdvisersCaliforniaNORBERG CAPITAL MANAGEMENT, LLC

NORBERG CAPITAL MANAGEMENT, LLC

Advisory

CA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in CA
#4,600
of 5,480 advisers by AUM
Average account
$2M
across 7 accounts
AUM per adviser
$11M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$11M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$11M
Discretionary AUM$6M
Non-Discretionary AUM$6M
Discretionary %49.7%
Total Clients7
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

PRIVATE EQUITY INVESTMENTS, INC.
NEWPORT BEACH, CA
$11M
-90.6% 1Y
BROMAN & GREIG ASSET MANAGEMENT, LLC
WESTLAKE VILLAGE, CA
$11M
AM WEALTH SOLUTIONS, LLC
$11M
WATERMARK PARTNERS LLC
SAUSLITO, CA
$11M
-32.6% 1Y
LEVENSOHN VENTURE PARTNERS LLC
SAN FRANCISCO, CA
$11M
0.0% 1Y
FLIGHTPATH FINANCIAL PLANNING LLC
DEL MAR, CA
$11M

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