T2 Am, LLC (Los Angeles)

Name: T2 Am, LLC
Address: 13323 Washington Blvd Suite #300, Los Angeles, CA, 90066
Telephone: 310-574-8610

T2 Am, LLC is a large advisory firm based in Los Angeles. It manages $182.41 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

T2 Am provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

T2 Am: assets under management

The assets under management (AUM) of T2 Am, LLC is $182.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and $149.01 million of the total AUM is attributable to clients outside of the United States.

The firm manages $182.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.4 million each.

T2 Am has custody of $92.32 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay T2 Am, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients T2 Am serves?

The only and largest group of clients of T2 Am is pooled investment vehicles with 6 clients and $182.41 million of assets under management. Among the 9 most similar advisory firms, T2 Am has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $182.41 million for 6 clients. 67% of the firm’s clients are foreign persons or businesses.

T2 Am also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.

Careers at T2 Am, LLC

The company employs 9 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rishi K Narang	Managing member	1 Mar 2005	75% - 100%	2846083
Eric Peter Cressman	Chief compliance officer	1 May 2005	Other	5075698
Julie Lynne Wilson	Chief compliance officer	1 Jul 2019	Other	7150107

Based in Los Angeles

The principal office where T2 Am, LLC performs its advisory services is located at 13323 Washington Blvd Suite #300, Los Angeles, CA 90066, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-574-8610 or by fax 310-577-1330. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at t2am.com.