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Catalina Capital Group, LLC

CRD 172556SEC# 801-110269Torrance, CA
Export (members)
No longer SEC-registered. Catalina Capital Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$766.9M
Employees
3
Accounts
740
Location
Torrance, CA

Catalina Capital Group, LLC assets under management

Catalina Capital Group, LLC is an SEC-registered investment adviser based in Torrance, CA. It reports $766.9 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Catalina Capital Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Chris Matthew Frantz ControlManaging Member/Chief Compliance Officer50-75%2014
Philippe Robert Oertle ControlMember50-75%2017

Frequently asked questions

How much does Catalina Capital Group, LLC manage?

Catalina Capital Group, LLC reports $766.9 million in regulatory assets under management on its Form ADV.

How many employees does Catalina Capital Group, LLC have?

Catalina Capital Group, LLC reports 3 employees.

Where is Catalina Capital Group, LLC located?

Catalina Capital Group, LLC is based in Torrance, CA.

Does Catalina Capital Group, LLC disclose fund performance?

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

Contact & registration

Address2601 Airport Drive, Suite 375, Torrance, CA 90505
Office hours9 a.m. - 5 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$576.3M
Non-discretionary$190.6M
Total (RAUM)$766.9M