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CA
RIA · CRD 288224SEC-Registered

Updated:

Calabasas Advisory Group

Calabasas Advisory Group, LLC is an SEC-registered investment adviser in Westlake Village, CA, registered since 2017. The firm manages approximately $250...

Overview

Calabasas Advisory Group, LLC is an SEC-registered investment adviser in Westlake Village, CA, registered since 2017. The firm manages approximately $250 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Westlake Village

Corporate office

Calabasas, CA, United States

Frequently asked questions

Who runs investment decisions at Calabasas Advisory Group?

No named operator has been publicly identified for Calabasas Advisory Group. The firm has not published a leadership page or disclosed principals in any public filing.

How does Calabasas Advisory Group source proprietary deal flow?

No information is publicly available on how Calabasas Advisory Group sources investments or whether it participates in direct deals, fund commitments, or co-investments.

What investment stages does Calabasas Advisory Group typically target?

The firm has not revealed any stage preference — public records contain no confirmation of venture, growth, buyout, or credit exposure.

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