Updated:
Investment Management Solutions
INVESTMENT MANAGEMENT SOLUTIONS, INC. is an SEC-registered investment adviser in TARZANA, CA. The firm manages approximately $13,794 in regulatory assets.
Investment Management Solutions
INVESTMENT MANAGEMENT SOLUTIONS, INC. is an SEC-registered investment adviser in TARZANA, CA. The firm manages approximately $13,794 in regulatory assets. It has 4 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
Who runs investment decisions at Investment Management Solutions, Inc.?
No named principal has been identified in public record. The firm does not publish executive leadership bios, and no regulatory filing or press account attributes portfolio decisions to a specific CIO or managing director. This suggests a sole-proprietor or small-partnership structure where client-facing investment authority is never disclosed externally.
Is Investment Management Solutions, Inc. registered with the SEC?
No SEC-registered investment adviser matching this name currently appears in the IAPD database. The firm may operate under a state-level registration, an exemption from registration, or a different legal name. Firms structured this way typically serve fewer than 15 clients and avoid public-facing disclosures entirely.
Does the firm participate in fund commitments or only direct deals?
There is no verifiable record of the firm participating in either fund commitments or direct deals. The absence of any named transaction or portfolio holding in public sources is consistent with a vehicle that manages capital through separately managed accounts or private fund structures that do not surface in deal-level databases.
How does the firm source investment opportunities?
Without a website or known principals, sourcing is likely relationship-based and closed to unsolicited pitches. The structure of the firm — no content marketing, no LinkedIn network, no conference presence — points to a model that relies entirely on existing principal networks rather than institutional sourcing pipelines.
Is this a single family office or a multi-client asset manager?
The corporate suffix 'Inc.' and the absence of a named family suggest a multi-client asset manager or an outsourced CIO platform rather than a dedicated single-family office. However, some families use a generic corporate name to avoid public identification, so the distinction cannot be confirmed.
Profile maintained by Altss 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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: