| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Nils Semeleng Control | Managing Member & Chief Compliance Officer | 50-75% | 2017 |
| John Joseph Leach Control | Managing Member | 50-75% | 2017 |
Calabasas Advisory Group, LLC reports $249.5 million in regulatory assets under management on its Form ADV.
Calabasas Advisory Group, LLC reports 2 employees.
Calabasas Advisory Group, LLC is based in Westlake Village, CA and has been SEC-registered since 2017.
Calabasas Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 32107 Lindero Canyon Rd., Suite 133, Westlake Village, CA 91361 |
| Phone | 818-351-5124 |
| Office hours | 8a.m. - 5:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $249.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $249.5M |