# Refresh Investments

> Refresh Investments is a state-registered investment advisory firm in Santa Monica, CA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 297146
- Filed as: REFRESH INVESTMENTS
- Legal name: Refresh Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297146
- AdvisorCensus page: https://advisorcensus.com/firm/refresh-investments-santa-monica-ca-297146

## Quick answers

**How is Refresh Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Refresh Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Refresh Investments located?**
Refresh Investments' principal office is in Santa Monica, CA, according to its Form ADV.

**Is Refresh Investments registered with the SEC or a state?**
Refresh Investments is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297146.

**How much does Refresh Investments manage?**
Refresh Investments reports $61,549,556 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Refresh Investments serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19); individuals (other than high net worth individuals) (7).

**Does Refresh Investments 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/297146

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $61,549,556
- Discretionary: $61,549,556
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $4,250,406 |
| High net worth individuals | 19 | $57,299,150 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 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)
- refreshinvest.com
- LinkedIn @refresh-investments-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Refresh Investments (CRD 297146): Form ADV filing data as of October 2026.