Imperial Capital Asset Management LLC

Imperial Capital Asset Management LLC (CRD# 108258) is a financial advisory firm headquartered in Los Angeles, CA. They manage $148,850,134 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10100 Santa Monica Blvd., Suite 2400, Los Angeles, CA 90067
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $74,425,067
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Imperial Capital Asset Management LLC
Showing 1 - 10 of 36 top financial advisors.
1
Kevin Cohen, financial advisor Los Angeles CA
Kevin B. Cohen
CRD#: 2644142
10100 Santa Monica Blvd., Suite 2400, Los Angeles, CA 90067
96
Wealthminder
score

Kevin Cohen (CRD# 2644142) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.

2
Matthew Farwell, financial advisor Los Angeles CA
Matthew T. Farwell
CRD#: 5394443
10100 Santa Monica Blvd., Suite 2400, Los Angeles, CA 90067
96
Wealthminder
score

Matthew Farwell (CRD# 5394443) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

3
Mary Gilbert, financial advisor Los Angeles CA
Mary R. Gilbert
CRD#: 2166593
10100 Santa Monica Blvd., Suite 2400, Los Angeles, CA 90067
96
Wealthminder
score

Mary Gilbert (CRD# 2166593) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 26 years of experience in the finance industry.

4
Jonathan Jenson, financial advisor New York NY
Jonathan M. Jenson
CRD#: 6090368
277 Park Avenue, 48th Fl, New York, NY 10172
96
Wealthminder
score

Jonathan Jenson (CRD# 6090368) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in New York, NY and has over 5 years of experience in the finance industry.

5
George Kelly, financial advisor Los Angeles CA
George A. Kelly
CRD#: 5370816
10100 Santa Monica Blvd., Suite 2400, Los Angeles, CA 90067
96
Wealthminder
score

George Kelly (CRD# 5370816) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 8 years of experience in the finance industry.

6
Edward Mally, financial advisor Los Angeles CA
Edward P. Mally
CRD#: 1721433
10100 Santa Monica Blvd., Suite 2400, Los Angeles, CA 90067
96
Wealthminder
score

Edward Mally (CRD# 1721433) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Los Angeles, CA and has over 30 years of experience in the finance industry.

7
Paul Alotta, financial advisor Stamford CT
Paul Alotta
CRD#: 1663195
One Landmark Square, Suite 720, Stamford, CT 06901
93
Wealthminder
score

Paul Alotta (CRD# 1663195) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Stamford, CT and has over 24 years of experience in the finance industry.

8
James Beltz, financial advisor Minneapolis MN
James K. Beltz
CRD#: 4539382
60 S. 6th Street. #3720, Minneapolis, MN 55402
93
Wealthminder
score

James Beltz (CRD# 4539382) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in Minneapolis, MN and has over 15 years of experience in the finance industry.

9
Bryan Cook, financial advisor London
Bryan D. Cook
CRD#: 5123622
One Eagle Place, London, SW1Y
93
Wealthminder
score

Bryan Cook (CRD# 5123622) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in London, and has over 11 years of experience in the finance industry.

10
Michael Derchin, financial advisor New York NY
Michael W. Derchin
CRD#: 715905
277 Park Avenue, 48th Floor, New York, NY 10017
93
Wealthminder
score

Michael Derchin (CRD# 715905) is an Investment Advisor Representative working at Imperial Capital Asset Management LLC in New York, NY and has over 11 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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