{
  "crd_number": 326958,
  "slug": "remy-investors-and-consultants-llc-los-angeles-ca-326958",
  "primary_business_name": "REMY INVESTORS & CONSULTANTS, LLC",
  "legal_name": "REMY INVESTORS & CONSULTANTS, LLC",
  "dbas": [],
  "city": "Los Angeles",
  "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": "2023-06-16",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 887580225.0,
  "raum_discretionary": 422629162.0,
  "raum_non_discretionary": 464951063.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 101699530.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 287141556.0,
      "count": 14
    },
    "pooled_investment_vehicles": {
      "raum": 402317965.0,
      "count": 6
    },
    "corporations_other_businesses": {
      "raum": 96421174.0,
      "count": 2
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326958",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/remy-investors-and-consultants-llc-los-angeles-ca-326958",
  "display_name": "Remy Investors & Consultants, LLC",
  "summary": "Remy Investors & Consultants, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Remy Investors & Consultants, LLC (CRD 326958): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Remy Investors & Consultants, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Remy Investors & Consultants, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Remy Investors & Consultants, LLC located?",
      "a": "Remy Investors & Consultants, LLC's principal office is in Los Angeles, CA, according to its Form ADV."
    },
    {
      "q": "Is Remy Investors & Consultants, LLC registered with the SEC or a state?",
      "a": "Remy Investors & Consultants, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326958."
    },
    {
      "q": "How much does Remy Investors & Consultants, LLC manage?",
      "a": "Remy Investors & Consultants, LLC reports $887,580,225 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (48% discretionary)."
    },
    {
      "q": "How have Remy Investors & Consultants, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Remy Investors & Consultants, LLC: Regulatory assets under management: $781,523,536 in the October 2023 data and $887,580,225 in the October 2026 data, up 14%. Total employees: 6 in October 2023 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 Remy Investors & Consultants, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (14); charitable organizations (7); pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Which custodians does Remy Investors & Consultants, LLC use?",
      "a": "Remy Investors & Consultants, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Remy Investors & Consultants, 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/326958"
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 781523536.0,
      "total_employees": 6,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 812027946.0,
      "total_employees": 6,
      "filing_date": "2024-07-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 854611068.0,
      "total_employees": 6,
      "filing_date": "2025-07-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 887580225.0,
      "total_employees": 6,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/remy-investors-and-consultants-llc-los-angeles-ca-326958.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 287141556.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 402317965.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 101699530.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 96421174.0
    }
  ],
  "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/326958",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}