Calabasas Advisory Group, LLC
● SEC registered since 2017CRD 288224SEC# 801-110430Westlake Village, CA
Reg. AUM
$249.5M
Employees
2
Accounts
1,104
Location
Westlake Village, CA
Calabasas Advisory Group, LLC assets under management
Calabasas Advisory Group, LLC is an SEC-registered investment adviser based in Westlake Village, CA. The firm has been registered since 2017. It reports $249.5 million in regulatory assets under management and employs 2 people.
Calabasas Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Nils Semeleng Control | Managing Member & Chief Compliance Officer | 50-75% | 2017 |
| John Joseph Leach Control | Managing Member | 50-75% | 2017 |
Frequently asked questions
How much does Calabasas Advisory Group, LLC manage?
Calabasas Advisory Group, LLC reports $249.5 million in regulatory assets under management on its Form ADV.
How many employees does Calabasas Advisory Group, LLC have?
Calabasas Advisory Group, LLC reports 2 employees.
Where is Calabasas Advisory Group, LLC located?
Calabasas Advisory Group, LLC is based in Westlake Village, CA and has been SEC-registered since 2017.
Does Calabasas Advisory Group, LLC disclose fund performance?
Calabasas Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 32107 Lindero Canyon Rd., Suite 133, Westlake Village, CA 91361 |
| Phone | 818-351-5124 |
| Office hours | 8a.m. - 5:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$249.5M▲ 4%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$249.5Mregulatory AUM
Discretionary $249.5M