RIA Intel›Advisers›California›PRIMESTOR INVESTMENT MANAGEMENT, LLC

PRIMESTOR INVESTMENT MANAGEMENT, LLC

Advisory

N·CULVER CITY, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$234M
1-Year AUM Growth
+8.2%
3-Year CAGR
—
Employees
8
Assets Under Management
Total AUM$234M
Discretionary AUM$133M
Non-Discretionary AUM$101M
Discretionary %56.7%
Total Clients4
Team
Total Employees8
Investment Advisers51
Employee Growth (1Y)-43.8%
Filing History
Total Filings on Record5
First FilingJun 17, 2022
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 5 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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