Data / Investment advisers / California / Felicitas Global Partners, LLC
Felicitas Global Partners, LLC, Pasadena, CA: $804 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Felicitas Global Partners, LLC is an SEC registered investment adviser with its main office in Pasadena, California and reports $804 million in regulatory assets under management in its Form ADV filed August 6, 2026. Its clients include pooled investment vehicles and investment companies. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 12 private funds.
The request: Watch Felicitas Global Partners, LLC (CRD number 292411): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 292411
- SEC file number
- 801-112594
- SEC status
- Approved, effective March 8, 2018
- Main office
- 65 North Raymond Avenue Suite 315, Pasadena, CA 91103
- Phone
- (310) 461-8990
- Regulatory AUM
- $804,376,640 in the Form ADV filed August 6, 2026
- Discretionary AUM
- $804,376,640
- Accounts
- 17
- Employees
- 15, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 12: 10 private equity funds, 1 venture capital fund, 1 other private fund
- Gross assets of private funds
- $665,751,126
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 6, 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 | 16 | $695.4 million |
| Investment companies | 1 | $109 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $804.4 million | May 6, 2026 |
| April 1, 2026 | $758 million | March 27, 2026 |
| December 1, 2025 | $865.6 million | April 24, 2025 |
Other advisers in Pasadena
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Flaherty & Crumrine Incorporated | Pasadena | $4.15 billion | Not listed | adviserinfo.sec.gov |
| Pasadena Private Wealth, LLC | Pasadena | $1.62 billion | 6 | adviserinfo.sec.gov |
| Wedbush Fund Advisers, LLC | Pasadena | $1.07 billion | Not listed | adviserinfo.sec.gov |
| Schnieders Capital Management, LLC. | Pasadena | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Strategy Asset Managers L.L.C. | Pasadena | $930.1 million | 2 | adviserinfo.sec.gov |
| Stonemark Wealth Management | Pasadena | $609.8 million | Not listed | adviserinfo.sec.gov |
| Lk&A Investment Counsel | Pasadena | $540.1 million | Not listed | adviserinfo.sec.gov |
| Retirement Wellness Group | Pasadena | $526.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pasadena, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving investment companies
- Advisers that manage private funds
- Felicitas Global Partners, LLC 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.