Seidler Kutsenda Management Company, LLC (Marina Del Rey)

Name: Seidler Kutsenda Management Company, LLC
Address: 4640 Admiralty Way, Marina Del Rey, CA, 90292 6642
Telephone: 213-683-4622

Seidler Kutsenda Management Company, LLC is a large advisory firm based in Marina Del Rey. It manages $1.81 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Seidler Kutsenda Management Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Seidler Kutsenda Management Company: assets under management

The assets under management (AUM) of Seidler Kutsenda Management Company, LLC is $1.81 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and $109.05 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.81 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150.83 million each.

Seidler Kutsenda Management Company has custody of $1.81 billion in cash and securities for 12 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seidler Kutsenda Management Company, LLC for their services and products based on a percentage of assets under management 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.

What kind of clients Seidler Kutsenda Management Company serves?

The only and largest group of clients of Seidler Kutsenda Management Company is pooled investment vehicles with 12 clients and $1.81 billion of assets under management. Among the 10 most similar advisory firms, Seidler Kutsenda Management Company has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.81 billion for 12 clients. 8% of the firm’s clients are foreign persons or businesses.

Seidler Kutsenda Management Company also advises several private funds. Namely, twelve private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $4,000,000.

Careers at Seidler Kutsenda Management Company, LLC

The company employs 24 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Seidler	Member	1 Dec 2003	25% - 50%	1869595
Robert Seidler	Member	1 Dec 2003	25% - 50%	2231433
Eric Robert Kutsenda	Member	1 Dec 2003	Other	6025680
Michael John Fairclough	Chief legal officer	1 Feb 2005	Other	4916362
Jonelle Sheri Jue	Chief financial officer and chief compliance officer	1 Jun 2007	Other	5261650
Matthew Seidler	Member	1 Jul 2017	Other	4730855

Based in Marina Del Rey

The principal office where Seidler Kutsenda Management Company, LLC performs its advisory services is located at 4640 Admiralty Way, Marina Del Rey, CA 90292 6642, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-683-4622 or by fax 213-624-0691. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at sepfunds.com.