Del Rey Global Investors, LLC (Los Angeles)


Del Rey Global Investors, LLC is an adviser based in Los Angeles. It manages $5.34 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Georgia, Illinois, and 3 other states.

Del Rey Global Investors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Del Rey Global Investors: assets under management

The assets under management (AUM) of Del Rey Global Investors, LLC is $5.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 256% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $667.54 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Del Rey Global Investors, LLC for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Laird Norton Company Member 1 Aug 2006 50% - 75% 91-2027437
Laird Norton Company Shareholder 1 Dec 2007 75% - 100% 91-2027437
Inc. White Pine Member 1 Dec 2007 25% - 50% 26-1630532
Llc Lnc Investment Co. Unitholder 1 May 2010 25% - 50% 20-5433626

Based in Los Angeles

The principal office where Del Rey Global Investors, LLC performs its advisory services is located at 6701 Center Drive West, Los Angeles, CA 90045, 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 310-649-1230 or by fax 310-649-4230. The normal business hours are 7:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at delreyglobal.com.