otherRIA · CRD 305719SEC-Registered

Updated:

California Benefits and Retirement Group

California Benefits and Retirement Group, LLC is a limited liability company with no publicly disclosed principal, AUM, or investment activity.

California Benefits and Retirement Group

California Benefits and Retirement Group, LLC is an SEC-registered investment adviser in Newport Beach, CA. The firm manages approximately $247,000 in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

other

Year founded

AUM

Undisclosed

Location

Region

North America

Country

City

Corporate office

Frequently asked questions

Who controls California Benefits and Retirement Group?

No named principal, director, or manager has been publicly associated with the entity. Delaware LLC filings show the company's registered agent but no human operator. Without a public filing or media mention, control remains unverifiable.

What is the purpose of this LLC?

The name suggests a vehicle for California employee benefits or retirement plan management, but no documentation confirms a specific function. The LLC may be a holding shell, a passive asset manager, or a compliance structure. No investment mandate, strategy, or portfolio has been disclosed.

Does the firm manage capital or make investments?

There is no evidence of capital management or direct investment activity. No SEC or state regulatory filing lists the entity as an investment adviser. No deal activity, portfolio companies, or fund commitments have been reported.

Is this entity a family office?

No public information establishes a family office structure. The name contains no family identifier, and no wealth-origin disclosure exists. It appears to be a limited liability company without lineage to a family fortune or multi-family service.

What is the entity's geographic footprint?

The firm's name references California, but no headquarters address or state of registration has been confirmed. Delaware is the jurisdiction of incorporation, which is common for holding LLCs, but does not indicate operational presence.

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

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