A complete list of active advisors currently associated with Calabazas Creek Advisors, LLC

Warmer can help you find a great advisor at Calabazas Creek Advisors, LLC or one who fits your needs even better.

Calabazas Creek Advisors is a state‑registered independent investment adviser that provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts, and other entities. The firm manages approximately $1.0 million in client assets, charges asset‑based (percentage‑of‑AUM) fees, and does not provide financial planning or participate in wrap‑fee programs. The firm implements a proprietary Dynamic Asset Allocation Strategy driven by quantitative research and machine‑assisted learning, primarily using exchange‑traded products with monthly rebalancing; typical portfolios hold one to five positions and are generally more than 90% invested. Investment decisions are algorithmically derived from momentum and other quantitative signals, may include leveraged ETPs at times, and are managed on a discretionary basis with in‑house backtesting across public and private macro/micro datasets. Noteworthy features include a licensing arrangement in which Calabazas Creek provides limited trade data from its model portfolio to third‑party advisers for marketing purposes, and the firm explicitly bears its own research costs rather than relying on soft‑dollar arrangements. The firm emphasizes its machine‑learning and portfolio‑management expertise at the principal level and has stated it is not accepting new separately managed account clients as of January 2020.

To learn more about the advisors currently working at Calabazas Creek Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.