Georgina Asset Management LLC
CRD 107949SEC# 801-57689Santa Monica, CA
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 #4,349 of 6,004 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 4,349 of 6,004 private fund managers.
Georgina Asset Management LLC private funds
1 funds · $518K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Kc Target Opportunity Fund I, LP | Venture Capital | $518K | $25K |
Georgina Asset Management LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Lee Blueford Control | Chief Compliance Officer | Under 5% | 2020 |
| Gam Investment Holdings, LLC Control | Member | Over 75% | 2024 |
| Robert Howard Lipp Control | Managing Director | Under 5% | 2024 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 1201 Montana Ave, Suite 205, Santa Monica, CA 90403 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$357.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
AUM vs fund managersTop 72%
Larger than 28% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$357.8Mregulatory AUM
Discretionary $157.3MNon-discretionary $200.5M
Service providers
Auditor
Custodian