# Calabasas Advisory Group

Calabasas Advisory Group is a RIA based in Westlake Village, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Westlake Village, United States
- **Region:** North America
- **Address:** Calabasas, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 288224
- **SEC file number:** 801-110430
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288224

## About

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.

## 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.

## Related profiles

- [MAJ Invest A/S](https://altss.com/profile/fondsmaeglerselskabet-maj-invest-as)
- [Shanghai Shenyi Investment Co Ltd](https://altss.com/profile/shanghai-shenyi-investment-co-ltd)

---

Last updated: 2026-07-06T01:24:13.414Z

Canonical page: https://altss.com/profile/calabasas-advisory-group-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology