{ "crd_number": 332416, "slug": "m83-investment-group-llc-calabasas-ca-332416", "primary_business_name": "M83 INVESTMENT GROUP, LLC", "legal_name": "M83 INVESTMENT GROUP, LLC", "dbas": [], "city": "Calabasas", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2024-11-12", "years_registered": 1, "period": "2026-10-01", "filing_date": "2025-12-05", "carried_forward": false, "raum_total": 191025723.0, "raum_discretionary": 191025723.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 6, "advisory_employees": 4, "client_count_bucket": null, "clients_by_type": { "investment_companies": { "raum": 191025723.0, "count": 1 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_investment_companies" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://83igfunds.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332416", "city_as_filed": "CALABASAS", "url": "https://advisorcensus.com/firm/m83-investment-group-llc-calabasas-ca-332416", "display_name": "M83 Investment Group, LLC", "summary": "M83 Investment Group, LLC is an SEC-registered investment advisory firm in Calabasas, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated December 5, 2025.", "citation": "AdvisorCensus. M83 Investment Group, LLC (CRD 332416): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for investment companies (and business development companies)" ], "quick_answers": [ { "q": "How is M83 Investment Group, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), M83 Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management." }, { "q": "How much does M83 Investment Group, LLC charge?", "a": "Its Form ADV Part 2A brochure dated December 5, 2025 states: Asset-based fee: 0.95% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is M83 Investment Group, LLC located?", "a": "M83 Investment Group, LLC's principal office is in Calabasas, CA, according to its Form ADV." }, { "q": "Is M83 Investment Group, LLC registered with the SEC or a state?", "a": "M83 Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332416." }, { "q": "How much does M83 Investment Group, LLC manage?", "a": "M83 Investment Group, LLC reports $191,025,723 in regulatory assets under management in its Form ADV filing dated December 5, 2025 (100% discretionary)." }, { "q": "How have M83 Investment Group, LLC's assets and staff changed since 2025?", "a": "In the Form ADV data for M83 Investment Group, LLC: Regulatory assets under management: $113,813,376 in the October 2025 data and $191,025,723 in the October 2026 data, up 68%. Total employees: 6 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does M83 Investment Group, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: investment companies (1)." }, { "q": "Does M83 Investment Group, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332416" }, { "q": "What changed in M83 Investment Group, LLC's recent Form ADV filings?", "a": "In the January 2026 filing data: Regulatory assets under management went from $113,813,376 to $191,025,723 (+68%)." } ], "filing_history": [ { "period": "2025-10-01", "regulatory_assets_under_management": 113813376.0, "total_employees": 6, "filing_date": "2025-03-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 191025723.0, "total_employees": 6, "filing_date": "2025-12-05" } ], "recent_changes": [ { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Regulatory assets under management went from $113,813,376 to $191,025,723 (+68%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated December 5, 2025", "provided_by_the_firm": false, "tiers": [], "flat_rate": "0.95% of assets a year", "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.95% of assets a year" ], "quotes": [ "The Management Fee is equal to 0.95% per annum, payable monthly in advance." ] } ], "values": { "tiers": [ { "min": null, "max": null, "rate_pct": 0.95 } ], "range_pct": null, "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "The Management Fee is equal to 0.95% per annum, payable monthly in advance." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/m83-investment-group-llc-calabasas-ca-332416.md", "clients": [ { "type": "investment_companies", "label": "Investment companies", "count": 1, "fewer_than_5": false, "raum": 191025723.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332416", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }