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15 Equity, LLC

● SEC registered since 2020CRD 310628SEC# 801-119711Santa Barbara, CA
Export (members)
Reg. AUM
$123.2M
Employees
3
Accounts
107
Location
Santa Barbara, CA

15 Equity, LLC assets under management

15 Equity, LLC is an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2020. It reports $123.2 million in regulatory assets under management and employs 3 people.

15 Equity, LLC owners & executives

5 reported
NameTitleOwnershipSince
Ashley Paige LatourelleCcoUnder 5%2025
Joseph Paul LuciaMember10-25%2020
Lance William HelfertMemberUnder 5%2021
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Frequently asked questions

How much does 15 Equity, LLC manage?

15 Equity, LLC reports $123.2 million in regulatory assets under management on its Form ADV.

How many employees does 15 Equity, LLC have?

15 Equity, LLC reports 3 employees.

Where is 15 Equity, LLC located?

15 Equity, LLC is based in Santa Barbara, CA and has been SEC-registered since 2020.

Does 15 Equity, LLC disclose fund performance?

15 Equity, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 East Yanonali Street, Suite 109, Santa Barbara, CA 93101
Phone805-456-4426
Office hours5-Sep
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$85.1M
Non-discretionary$38.1M
Total (RAUM)$123.2M