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PRIMESTOR INVESTMENT MANAGEMENT, LLC

CULVER CITY, CA · CRD 322066 · IAPD ↗ · (310) 652-1177

$234.2MRegulatory AUM
8Advisory reps
51Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2025 — PRIMESTOR INVESTMENT MANAGEMENT, LLC shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — PRIMESTOR INVESTMENT MANAGEMENT, LLC reported RAUM up 69% ($141.7M -> $238.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2024 — PRIMESTOR INVESTMENT MANAGEMENT, LLC shrank from 16 to 9 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.