15 Equity, LLC
● SEC registered since 2020CRD 310628SEC# 801-119711Santa Barbara, CA
Reg. AUM
$135.9M
Employees
7
Accounts
118
Location
Santa Barbara, CA
15 Equity, LLC assets under management
15 Equity, LLC is an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2020. It reports $135.9 million in regulatory assets under management and employs 7 people.
15 Equity, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Paige Latourelle | Cco | Under 5% | 2025 |
| Joseph Paul Lucia | Member | 10-25% | 2020 |
| Lance William Helfert | Member | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does 15 Equity, LLC manage?
15 Equity, LLC reports $135.9 million in regulatory assets under management on its Form ADV.
How many employees does 15 Equity, LLC have?
15 Equity, LLC reports 7 employees.
Where is 15 Equity, LLC located?
15 Equity, LLC is based in Santa Barbara, CA and has been SEC-registered since 2020.
Does 15 Equity, LLC disclose fund performance?
15 Equity, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 East Yanonali Street, Suite 109, Santa Barbara, CA 93101 |
| Phone | 805-456-4426 |
| Office hours | 9-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135.9M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$135.9Mregulatory AUM
Discretionary $95.1MNon-discretionary $40.8M