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Saddle Peak Asset Management, LLC (Santa Monica)


Saddle Peak Asset Management, LLC is an adviser based in Santa Monica. It manages $31.55 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Saddle Peak Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Saddle Peak Asset Management: assets under management

The assets under management (AUM) of Saddle Peak Asset Management, LLC is $31.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.78 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Saddle Peak Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Monica

The principal office where Saddle Peak Asset Management, LLC performs its advisory services is located at 1299 Ocean Avenue, Santa Monica, CA 90401, 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 310-656-7600 or by fax 310-656-7601. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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