# 245 Investments LLC

> 245 Investments LLC is a state-registered investment advisory firm in Sacramento, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 330299
- Filed as: 245 INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sacramento, CA
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330299
- AdvisorCensus page: https://advisorcensus.com/firm/245-investments-llc-sacramento-ca-330299

## Quick answers

**How is 245 Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 245 Investments LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is 245 Investments LLC located?**
245 Investments LLC's principal office is in Sacramento, CA, according to its Form ADV.

**Is 245 Investments LLC registered with the SEC or a state?**
245 Investments LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330299.

**How much does 245 Investments LLC manage?**
245 Investments LLC reports $4,528,054 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**What types of clients does 245 Investments LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does 245 Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330299

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $4,528,054
- Discretionary: $4,528,054
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $4,528,054 |
| High net worth individuals | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 245invest.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 245 Investments LLC (CRD 330299): Form ADV filing data as of October 2026.