Data / Investment advisers / California / Commonwealth Asset Management LP
Commonwealth Asset Management LP, Los Angeles, CA: $296 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Commonwealth Asset Management LP is an SEC registered investment adviser with its main office in Los Angeles, California and reports $296 million in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 306098
- SEC file number
- 801-136890
- SEC status
- Approved, effective September 9, 2026
- Main office
- 11755 Wilshire Blvd. Suite 2320, Los Angeles, CA 90025
- Phone
- (424) 363-0170
- Regulatory AUM
- $295,683,751 in the Form ADV filed June 29, 2026
- Non discretionary AUM
- $295,683,751
- Accounts
- 3
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $295,683,751
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $295.7 million |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Qca Capital Management Inc | Los Angeles | $312.7 million | Not listed | adviserinfo.sec.gov |
| Logica Capital Advisers, LLC | Los Angeles | $304.6 million | 4 | adviserinfo.sec.gov |
| Westwood Wealth Management | Los Angeles | $300.4 million | 1 | adviserinfo.sec.gov |
| Silver Oak Wealth Advisors Services, LLC | Los Angeles | $300 million | Not listed | adviserinfo.sec.gov |
| Private Financial Counseling | Los Angeles | $296.6 million | Not listed | adviserinfo.sec.gov |
| Liquid Capital Management LLC | Los Angeles | $287.6 million | 3 | adviserinfo.sec.gov |
| Sandbridge Investment Management, LLC | Los Angeles | $281.6 million | 6 | adviserinfo.sec.gov |
| American Discovery Investment Advisors, LLC | Los Angeles | $279.3 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Commonwealth Asset Management LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.