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SITRIN CAPITAL MANAGEMENT, LLC

CENTURY CITY, CA · CRD 282436 · IAPD ↗ · sitrincapital.com · (424) 777-4400

$351.1MRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — SITRIN CAPITAL MANAGEMENT, LLC notice-filed in IL, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — SITRIN CAPITAL MANAGEMENT, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — SITRIN CAPITAL MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
March 2024 — SITRIN CAPITAL MANAGEMENT, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.