Calabasas Advisory Group

Calabasas Advisory Group is an undisclosed family office based in Calabasas, CA, with no public information on AUM, principals, or investment strategy.

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 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Family Office

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Westlake Village

Corporate office

Calabasas, CA, United States

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.

Where does the underlying wealth come from?

The wealth origin for Calabasas Advisory Group has not been disclosed in any public source. The firm provides no background on its capital sources.

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.

Is Calabasas Advisory Group structured as a single family office or multi-family office?

The firm's subtype has not been publicly confirmed. Its name suggests an advisory role, but no official documents clarify its structure.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.