Sitrin Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sitrin Capital Management, LLC provides comprehensive portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, pension plans, and corporate entities. The firm operates as a six‑adviser team managing roughly $351 million across about 236 client relationships, offering individualized investment advice and ongoing account monitoring.
The firm’s investment process is top‑down and closely tracks the S&P 500 to identify leading sectors before selecting what it deems the best companies, with portfolios built largely from individual equities and fixed income and ETFs used selectively for smaller accounts. Sitrin combines fundamental, technical, and cyclical analysis in its decision‑making, conducts at least quarterly portfolio reviews, and generally manages client accounts on a discretionary basis.
Distinctive features include a family‑controlled ownership structure (with a significant family trust stake alongside firm principals) and the retention of legacy wrap‑fee program clients despite not offering a current wrap program. The firm relies on Schwab’s institutional platform and third‑party proxy research (Broadridge/Glass Lewis) for execution and proxy voting and does not aggregate purchase or sale orders across client accounts to obtain reduced transaction pricing, practices that differ from many peers.
Client services
Expertise
Fee options
Up to 2.0% annually (varies based on assets and other criteria, negotiable)
Account minimum: $300,000 Fee-only: Annual fee up to 2.0% of assets under management, prorated and charged quarterly in advance, negotiable based on factors such as asset amount and account composition
Main office
2029 Century Park East, Suite 400
Century City CA 90067
Advisors at this office
4
Most active in
Arizona · California · Illinois · Massachusetts · New York · Ohio · Texas
Also doing business as
Sitrin Capital · Sitrin Capital Management · Sitrin Capital Management, LLC · Sitrin Capital Portfolio Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Marcus S
Series 63, Series 65
Century City, CA
Sitrin Capital Management, LLC
Marcus Sitrin is a financial advisor at Sitrin Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sitrin Capital Management since 2016. The firm is a six-advisor team based in Century City, CA. Sitrin Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a top-down investment process focused on the S&P 500, combining fundamental, technical, and cyclical analysis to build portfolios primarily from individual equities, with fixed income and ETFs used selectively.
Efren B
Series 63, Series 65
Century City, CA
Sitrin Capital Management, LLC
Efren Bolisay is a financial advisor at Sitrin Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sitrin Capital since 2016. The firm serves individuals, high-net-worth clients, trusts, pension plans, and corporate entities, managing approximately $351 million across about 236 client relationships. Sitrin employs a top-down investment process that emphasizes fundamental, technical, and cyclical analysis, with portfolios primarily composed of individual equities and selective use of fixed income and ETFs.
Ryan S
Series 66
Century City, CA
Sitrin Capital Management, LLC
Ryan Sitrin is a financial advisor with Sitrin Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Sitrin Capital Management since 2016, working within a six-advisor team based in Century City, CA. Sitrin Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a top-down investment approach focused on the S&P 500 to identify leading sectors and select individual equities, combining fundamental, technical, and cyclical analysis in its decision-making.
Scott S
CFP®, Series 65
Century City, CA
Sitrin Capital Management, LLC
Scott Sitrin is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Sitrin Capital Management, LLC since 2016, where he is one of four advisors. Sitrin Capital Management, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a top-down investment approach focused on identifying leading sectors within the S&P 500 and selecting individual equities, complemented by fundamental, technical, and cyclical analysis.
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