Asset manager · LOS Angeles, CA
Remy Investors & Consultants, LLC
SEC-registered investment adviser · CRD 326958 · SEC 801-128163
At a glance
Remy Investors & Consultants, LLC is an SEC-registered investment adviser based in LOS Angeles, California, with $888 million in regulatory assets under management as of its Form ADV filed July 1, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 14 individual clients. By Form ADV it is a asset manager, ranked 1,417th of 3,218 asset managers and 5,763rd of 17,210 SEC-registered advisers by assets.
Main office 310-843-0050As filed on Form ADV
- Regulatory AUM
- $888M
- Rank among asset managers
- #1,417 of 3,218
- Rank among all SEC RIAs
- #5,763 of 17,210
- Rank in California
- #667 of 1,873
- Individual clients
- 14
- High-net-worth clients
- 14
- Accounts
- 29
- Discretionary
- 48% of AUM
- Employees
- 6
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Mark S. SiegelPresident/manager/co-Chief Investment Officer
- Kenneth N. BernsPrincipal
- Shana E. BarghoutiCo-Chief Investment Officer
- Eugene K. NakaChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 6 | $402M | 45% |
| High-net-worth individuals | 14 | $287M | 32% |
| Charitable organizations | 7 | $102M | 11% |
| Corporations or other businesses | 2 | $96M | 11% |
Private funds
Remy Investors & Consultants, LLC reports 3 private funds with $259M in gross assets: hedge funds, private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Remy Investors & Consultants, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Remy Investors & Consultants, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 1,014 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Remy Investors & Consultants, LLC manage?
Remy Investors & Consultants, LLC reports $888 million in regulatory assets under management across 29 accounts, 48% of it on a discretionary basis, on its Form ADV filed July 1, 2026.
What kind of firm is Remy Investors & Consultants, LLC?
Remy Investors & Consultants, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Remy Investors & Consultants, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($402 million, 6 clients); high-net-worth individuals ($287 million, 14 clients); charitable organizations ($102 million, 7 clients).
Does Remy Investors & Consultants, LLC manage private funds?
Yes. It reports 3 private funds with $259 million in gross assets, including hedge funds, private equity funds, other private funds.
Does Remy Investors & Consultants, LLC have any disciplinary history?
Remy Investors & Consultants, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Remy Investors & Consultants, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →