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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Blumenstein is a registered investment advisor representative with Mapleton Capital Management, LLC, and Ocean Park Capital Management, LLC, both located in Santa Monica, California. Adam has been in the industry since 1985 and has a Series 65 license. Adam specializes in portfolio management for individuals and pooled investment vehicles. The firm's client base primarily consists of high-net-worth individuals and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/08/2002 - Present
Mapleton Capital Management, LLC (SANTA MONICA CA)
IA
Issued 03/25/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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