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Sbg Capital Management Inc (Pasadena)


Sbg Capital Management Inc is an adviser based in Pasadena. It manages $21.86 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Sbg Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sbg Capital Management: assets under management

The assets under management (AUM) of Sbg Capital Management Inc is $21.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.93 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sbg Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pasadena

The principal office where Sbg Capital Management Inc performs its advisory services is located at 15 S. Raymond Avenue, Pasadena, CA 91105, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 626-844-1440 or by fax 626-440-1319. The normal business hours are 8am to 5pm pacific time on Monday - Friday.


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