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Classical Capital LLC (Pasadena)


Classical Capital LLC is a related adviser based in Pasadena. It manages $2.93 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2004.

Classical Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Classical Capital: assets under management

The assets under management (AUM) of Classical Capital LLC is $2.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $732.76 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Classical Capital LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pasadena

The principal office where Classical Capital LLC performs its advisory services is located at 535 South Orange Grove Blvd., Pasadena, CA 91105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 626-793-9614 or by fax 626-793-9614. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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