REFRESH INVESTMENTS

REFRESH INVESTMENTS of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 297146). Regulatory assets under management: $61.5M.

Registration

• CRD: 297146
• Type: Registered investment adviser
• Location: 401 WILSHIRE BLVD., SANTA MONICA, CA, 90401
• Phone: 424-625-7260
• Latest filing: 2026-03-12
• Regulatory AUM: $61.5M
• Discretionary AUM: $61.5M
• Clients: 2
• Accounts: 26

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297146 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search