Renberg Capital Management Inc (Beverly Hills)

Renberg Capital Management Inc is a large advisory firm based in Beverly Hills. It manages $140.18 million of regulatory assets for 224 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Idaho, and New York.

Renberg Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Renberg Capital Management: assets under management

The assets under management (AUM) of Renberg Capital Management Inc is $140.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $140.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $625.82 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Renberg Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Renberg Capital Management Inc

Daniel Herman Renberg has been acting as President since 1 Jan 1964. Marc S Joseph has served as the Chief Investment Officer since 1 Jun 2001. James Joseph Cunningham joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Herman Renberg	President/treasurer/sole director	1 Jan 1964	75% - 100%	4389202
John Randall Frye	Vice president	1 Aug 1991	Other	849182
Sharon Elizabeth Blunk	Vice president operations/secretary	1 Sep 1992	Other	4389383
James Joseph Cunningham	Vice president	1 Oct 1997	Other	4389406
Marc S Joseph	Chief investment officer	1 Jun 2001	Other	2939989

Based in Beverly Hills

The principal office where Renberg Capital Management Inc performs its advisory services is located at 8383 Wilshire Blvd, Beverly Hills, CA 90211, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.