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Managing Member & Chief Compliance Officer · Sitrin Capital Management, LLC

Efren E. Bolisay

CRD 3080389 · Named on Form ADV at one SEC-registered adviser

At a glance

Sitrin Capital Management, LLC, an SEC-registered wealth manager based in Century City, CA with $351 million in regulatory assets, lists Efren E. Bolisay on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Efren’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Efren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.