What Sitrin Capital Management, LLC does

Sitrin Capital Management, LLC is a privately held, fee-based registered investment advisory firm founded in 2012 and headquartered at 2029 Century Park East, Suite 400 in Century City, Los Angeles. The firm offers three core services — Wealth Management, Outsourced (portfolio) Management, and Retirement Planning — delivered through a high-touch, consultative advisory model. Its client base is segmented around life-transition events rather than industry verticals, with primary focus on pre-retirees and retirees and secondary emphasis on widows, divorcees, inheritance recipients, and business sellers.

The firm's value proposition rests on personalized collaborative relationships, decades of portfolio management experience, and a disciplined conservative investment approach designed to deliver consistent returns across market cycles. The core technology stack is described as a standard wealth management and financial planning platform with no proprietary features; the public-facing website, educational content library (50+ articles and videos), and 30+ interactive financial calculators are powered by third-party provider FMG Suite. Regulatory positioning includes FINRA BrokerCheck registration and CCPA-compliant data handling.

Sitrin Capital operates a subscription-style recurring revenue model typical of RIAs, charging advisory fees as a percentage of assets under management, with billing on an annual cadence. Fees are not publicly disclosed and are negotiated on a quote-based engagement model initiated via direct consultation. The go-to-market is sales-led and relationship-driven, supported by content marketing and direct outreach via a website-integrated Outlook 365 scheduling system. The firm serves a domestic U.S. market, primarily the Los Angeles metropolitan area, with no disclosed international footprint or institutional client segment.

Name

Sitrin Capital Management, LLC

Legal name

Sitrin Capital Management, LLC

Website

https://sitrincapital.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Sitrin Capital Management is a fee-based registered investment advisory firm in Century City, Los Angeles, offering wealth management, outsourced portfolio management, and retirement planning to individuals and households navigating life transitions such as retirement, widowhood, divorce, and inheritance.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Investment advisory
• Retirement planning
• Portfolio management
• Financial planning

Headquarters

HQ city

Century City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Revenue model

1. Investment Advisory Services: Sitrin Capital Management operates as a registered investment advisory firm offering wealth management services. The firm generates revenue through investment advisory fees, typically charged as a percentage of assets under management (AUM). As a traditional wealth management practice, the firm likely charges ongoing advisory fees for portfolio management and financial planning services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Sitrin Capital Management is a fee-based registered investment advisory firm that delivers personalized wealth management, outsourced portfolio management, and retirement planning services to individual clients. The firm designs conservative portfolios intended to deliver consistent returns and serves as a trusted confidant for clients navigating major life-stage transitions such as retirement, widowhood, divorce, inheritance, or business sale.

Product overview

Sitrin Capital Management, LLC is a wealth management firm offering comprehensive financial services as a unified offering. The core services include Wealth Management, Outsource Management, and Retirement Planning, supported by a Financial Calculators resource center. The company serves as a trusted partner providing financial guidance across various life stages including retirement planning, estate planning, investment management, tax strategies, and general financial wellness.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management
• Outsourced Management
• Retirement Planning

Quantifiable outcome

• The firm emphasizes providing consistent returns through conservative portfolio design, though specific performance metrics are not disclosed on the website.

Segments3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• FINRA (Financial Industry Regulatory Authority)coreOthersSitrin Capital and its advisors are registered and verified through FINRA's BrokerCheck system, providing prospective clients with access to background verification and disciplinary history. This partnership ensures regulatory compliance and builds trust through third-party credential verification.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Market position

Competitive moat3 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sitrin-capital-management-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sitrin Capital Management, LLC