Adam Blumenstein, financial advisor Santa Monica CA

Adam Blumenstein

CRD Number: 4579187
Current Firm: Mapleton Capital Management, LLC

Adam Blumenstein (CRD# 4579187) is an Investment Advisor Representative working at Mapleton Capital Management, LLC in Santa Monica, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Mapleton Capital Management, LLC Los Angeles, CA Nov 1999 - Current 24
Ocean Park Capital Management, LLC Santa Monica, CA Dec 1997 - Current 26
Self Employed Santa Monica, CA Jan 1985 - Current 39
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for Adam Blumenstein
Phone Number: (424) 522-5107
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $1,922,112
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, TX

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