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CRD 160715
LOS ANGELES, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Briana Michelle Bowker | n/a | LOS ANGELES, CA | 5 | 10 | 2 | yes |
| Andrew Lin | n/a | LOS ANGELES, CA | Wadmalaw Island, SC | 5 | 16 | 1 | yes |
| Jae Yu | n/a | LOS ANGELES, CA | 5 | 29 | 4 | yes |
| David Alexander Layten | n/a | LOS ANGELES, CA | 3 | 13 | 2 | yes |
| Alejandro Hirsch Marin | n/a | LOS ANGELES, CA | 1 | 11 | 3 | yes |
| Matthew Y Kim | n/a | LOS ANGELES, CA | 1 | 25 | 1 | yes |
| James Richard Lull | n/a | LOS ANGELES, CA | 1 | 10 | 1 | yes |
| Dillon Cranston | n/a | LOS ANGELES, CA | 0 | 11 | n/a | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KIM, ALEX | DEPUTY COMPLIANCE OFFICER | Na | yes | 01/2026 | Aug 17, 2026 | Aug 17, 2026 |
| Masterson, Stephen, V | CHIEF FINANCIAL OFFICER | Na | yes | 06/2025 | Aug 17, 2026 | Aug 17, 2026 |
| MATRISIAN, MATTHEW, JAMES | President | Na | yes | 04/2025 | Aug 17, 2026 | Aug 17, 2026 |
| ROSEN, ERIC, ZACHARY | CHIEF OPERATING OFFICER | Na | yes | 12/2025 | Aug 17, 2026 | Aug 17, 2026 |
| SEIA HOLDINGS, LLC | Shareholder | E | yes | 09/2022 | Aug 17, 2026 | Aug 17, 2026 |
| BERLINSKI, MILTON, RALPH | MANAGING MEMBER | F | yes | 06/2021 | Nov 8, 2022 | Jun 14, 2024 |
| HASSANEIN, AHMED | CHIEF FINANCIAL OFFICER | Na | yes | 03/2023 | Jun 14, 2024 | Jun 14, 2024 |
| HOLMES, BRIAN, DAVID | PRESIDENT/MANAGING MEMBER | B | yes | 11/2011 | Apr 18, 2012 | Jun 14, 2024 |
| LIN, ANDREW | CHIEF FINANCIAL OFFICER | A | yes | 12/2014 | Mar 23, 2015 | Jun 14, 2024 |
| MARYANOPOLIS, CHRISTOPHER | CHIEF OPERATING OFFICER | Na | yes | 07/2019 | Mar 30, 2020 | Jun 14, 2024 |
| REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) GP, L.P. | GENERAL PARTNER | F | yes | 06/2021 | Nov 8, 2022 | Jun 14, 2024 |
| REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) GP, LLC | GENERAL PARTNER | F | yes | 06/2021 | Nov 8, 2022 | Jun 14, 2024 |
| REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P. | LIMITED PARTNER | C | yes | 10/2022 | Nov 8, 2022 | Jun 14, 2024 |
| Seia | Owner | E | yes | 11/2011 | Apr 18, 2012 | Jun 14, 2024 |
| SEIA HOLDINGS, LLC | Shareholder | D | yes | 10/2022 | Nov 8, 2022 | Jun 14, 2024 |
| SIGNATURE FINANCIAL SERVICES GROUP | Shareholder | E | yes | 10/2022 | Nov 8, 2022 | Jun 14, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | n/a | Bd affiliated wealth | $23B | Y | yes | n/a |
| SIGNATURE INTELLIGENT PORTFOLIOS, LLC | n/a | Former SEC adviser | $10.5M | N | yes | n/a |
| SIGNATURE COMPREHENSIVE INSURANCE SERVICES, LLC | n/a | n/a | n/a | N | yes | n/a |
| SIGNATURE ESTATE & INSURANCE SERVICES, LLC | n/a | n/a | n/a | N | yes | n/a |
| SIGNATURE ESTATE SECURITIES, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEWPORT BEACH | CA | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $6.8B | $6.0B | 21 | 8 | 1 | n/a | n/a |
| 2024 | Mar 27, 2025 | $5.7B | $4.9B | 15 | 8 | 1 | n/a | n/a |
| 2023 | Mar 26, 2024 | $4.9B | $4.2B | 13 | 10 | 1 | n/a | n/a |
| 2022 | Mar 30, 2023 | $4.0B | $3.4B | 14 | 10 | 1 | n/a | n/a |
| 2021 | Mar 29, 2022 | $4.3B | $3.7B | 21 | 10 | 1 | n/a | n/a |
| 2020 | Mar 29, 2021 | $3.4B | $2.9B | 12 | 9 | 1 | n/a | n/a |
| 2019 | Mar 30, 2020 | $3.0B | $2.5B | 14 | 7 | 1 | n/a | n/a |
| 2018 | Mar 25, 2019 | $2.2B | $1.9B | 14 | 6 | 1 | n/a | n/a |
| 2017 | Jan 16, 2018 | $2.0B | $1.7B | 12 | 6 | 1 | n/a | n/a |
| 2016 | Mar 24, 2017 | $1.5B | $1.3B | 10 | 4 | n/a | n/a | n/a |
| 2015 | Mar 14, 2016 | $1.3B | $1.1B | 10 | 4 | n/a | n/a | n/a |
| 2014 | Mar 23, 2015 | $937M | $726M | 10 | 4 | n/a | n/a | n/a |
| 2013 | Mar 7, 2014 | $508M | $380M | 8 | 3 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $224M | $146M | 8 | 3 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 4 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $6.8B | $5.7B | 17.9% | $4.0B | 19.0% | 21 | 15 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| Seia | 2 | Jun 1, 2015 | May 11, 2012 | LOS ANGELES, CA | Team lift out | Other | 5.7% |