# M83 Investment Group, LLC

> 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.

- CRD: 332416
- Filed as: M83 INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Calabasas, CA
- Filing period: October 2026
- Form ADV filing dated: December 5, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332416
- AdvisorCensus page: https://advisorcensus.com/firm/m83-investment-group-llc-calabasas-ca-332416

## Quick answers

**How is M83 Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), M83 Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does M83 Investment Group, LLC charge?**
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.

**Where is M83 Investment Group, LLC located?**
M83 Investment Group, LLC's principal office is in Calabasas, CA, according to its Form ADV.

**Is M83 Investment Group, LLC registered with the SEC or a state?**
M83 Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332416.

**How much does M83 Investment Group, LLC manage?**
M83 Investment Group, LLC reports $191,025,723 in regulatory assets under management in its Form ADV filing dated December 5, 2025 (100% discretionary).

**How have M83 Investment Group, LLC's assets and staff changed since 2025?**
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.

**What types of clients does M83 Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does M83 Investment Group, LLC report any disciplinary disclosures?**
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

**What changed in M83 Investment Group, LLC's recent Form ADV filings?**
In the January 2026 filing data: Regulatory assets under management went from $113,813,376 to $191,025,723 (+68%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated December 5, 2025)

- Asset-based fee: 0.95% of assets a year

> The Management Fee is equal to 0.95% per annum, payable monthly in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $191,025,723
- Discretionary: $191,025,723
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $191,025,723 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 6 total, 4 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)
- 83igfunds.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $113,813,376 | 6 | March 27, 2025 |
| October 2026 | $191,025,723 | 6 | December 5, 2025 |

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.

## Changes in the filing (last 12 months)

### January 2026
- Regulatory assets under management went from $113,813,376 to $191,025,723 (+68%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. M83 Investment Group, LLC (CRD 332416): Form ADV filing data as of October 2026.