Culture Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, offering tailored investment policy statements and periodic account reviews. Services cover traditional securities and a range of alternative vehicles, with fee arrangements based on assets under management.
The firm employs a mix of analytical approaches — including fundamental, quantitative, technical, and modern portfolio theory — and uses long‑ and short‑term trading, options strategies, and allocations to alternative investments such as real estate funds, hedge funds, private equity, commodities and precious‑metal ETFs. It generally operates on a non‑discretionary basis, requiring client authorization before effecting trades.
What is distinctive is the firm’s small scale and business model: a solo adviser managing a very limited client base while offering access to complex and commissionable financial products. The principal is also a licensed insurance agent and may recommend insurance and other commissionable products, creating potential conflicts of interest that the firm discloses and manages.
Client services
Expertise
Fee options
Financial planning fees range from $250 to $750
2.00% annually
Account minimum: $1,000
Main office
Woodland Hills CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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