Felicitas Global Partners, Llc (Pasadena)
Felicitas Global Partners, Llc Is a Large Advisory Firm Based in Pasadena. It Manages $311.54 Million of Regulatory Assets for 21 Client Accounts. It Has Been...
Felicitas Global Partners, LLC is a large advisory firm based in Pasadena. It manages $311.54 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.
Felicitas Global Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Felicitas Global Partners: assets under management
The assets under management (AUM) of Felicitas Global Partners, LLC is $311.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $311.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.84 million each.
Felicitas Global Partners has custody of $293.73 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 65% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 32% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.
Elena Rostova holds a Master's degree in Public Health Journalism. She covers groundbreaking medical research, holistic wellness trends, mental health awareness, and nutritional science.
