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Georgina Asset Management LLC

CRD 107949SEC# 801-57689Santa Monica, CA
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No longer SEC-registered. Georgina Asset Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #4,005 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$357.8M
Fund GAV
$518K
Private funds
1
Employees
3
Accounts
18
Location
Santa Monica, CA

Georgina Asset Management LLC assets under management

Georgina Asset Management LLC is an investment advisory firm registered with the SEC based in Santa Monica, CA. It reports $357.8 million in regulatory assets under management and employs 3 people. Georgina Asset Management LLC manages 1 private fund with combined gross assets of $517,712, including Kc Target Opportunity Fund I, LP. By regulatory assets, it ranks 4,005 of 5,911 private fund managers.

Georgina Asset Management LLC private funds

1 funds · $518K GAV
FundTypeGross assetsMin.
Kc Target Opportunity Fund I, LPVenture Capital$518K$25K

Georgina Asset Management LLC owners & executives

11 reported
NameTitleOwnershipSince
Anthony Lee Blueford ControlChief Compliance OfficerUnder 5%2020
Gam Investment Holdings, LLC ControlMemberOver 75%2024
Robert Howard Lipp ControlManaging DirectorUnder 5%2024
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Frequently asked questions

How much does Georgina Asset Management LLC manage?

Georgina Asset Management LLC reports $357.8 million in regulatory assets under management on its Form ADV.

How many private funds does Georgina Asset Management LLC manage?

Georgina Asset Management LLC manages 1 private funds with combined gross assets of $517,712.

How many employees does Georgina Asset Management LLC have?

Georgina Asset Management LLC reports 3 employees.

Where is Georgina Asset Management LLC located?

Georgina Asset Management LLC is based in Santa Monica, CA.

Does Georgina Asset Management LLC disclose fund performance?

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

Contact & registration

Address1201 Montana Ave, Suite 205, Santa Monica, CA 90403
Office hours8:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$157.3M
Non-discretionary$200.5M
Total (RAUM)$357.8M

Service providers

Auditor