Tetrad Capital LLC (Los Angeles)


Tetrad Capital LLC is a mid-sized advisory firm based in Los Angeles. It manages $89.16 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2009.

Tetrad Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tetrad Capital: assets under management

The assets under management (AUM) of Tetrad Capital LLC is $89.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 233% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $89.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.72 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tetrad Capital LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Tetrad Capital LLC performs its advisory services is located at 515 S. Flower St., Los Angeles, CA 90071 2204 The mailing address of the firm is 1015 Gayley Ave 365, Los Angeles, CA 90024. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-424-9353 or by fax 866-336-9770. The normal business hours are 6:00 - 3:00 pst on Monday - Friday.