# REFRESH INVESTMENTS

REFRESH INVESTMENTS is an Asset Manager based in Santa Monica, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Santa Monica, United States
- **Assets under management:** Undisclosed
- **Website:** refreshinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/refresh-investments-llc

## Regulatory record

- **CRD number:** 297146
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297146

## About

Refresh Investments is a fee-only, fiduciary financial services firm with offices in Santa Monica, CA serving clients throughout the greater Southern California area and the United States. It provides integrated investment and planning solutions for wealth management, with a focus on women and families. Services include investments, financial planning, and family office support.

## Sectors

- Women and families

## People

- Pamela Chen — CFA, CPA, MBA

## Questions

### Has REFRESH INVESTMENTS publicly disclosed any portfolio companies?

No. No portfolio company holdings have been cited in any public source associated with REFRESH INVESTMENTS.

### Who runs investment decisions at REFRESH INVESTMENTS?

No named principals have been identified as operators of REFRESH INVESTMENTS in any public forum.

### Does REFRESH INVESTMENTS have an investment thesis or sector focus?

No specific sector or investment thesis has been published by the firm. Its approach to capital deployment is not verifiable from available public data.

### Where is REFRESH INVESTMENTS headquartered?

The firm's headquarters location is not listed on any public directory or company registration that matches this entity name.

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- [MAINSTREAM CAPITAL MANAGEMENT](https://altss.com/profile/mainstream-capital-management)
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Last updated: 2026-08-11T15:07:57.118Z

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