MSA ADVISORS, LLC

MSA ADVISORS, LLC of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 305170). Regulatory assets under management: $9.6B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (15)

NameRoleLocation
Paul David WachterCHIEF EXECUTIVE OFFICER; MANAGING MEMBER; SHAREHOLDER
Todd Jeffrey RosenGENERAL COUNSEL
Christopher Mark FilloVICE CHAIRMAN
James Bertrum PottsCHIEF FINANCIAL OFFICER
Jeremy Brian SzuchCHIEF COMPLIANCE OFFICER
Christine Daniela BanianCHIEF OPERATING OFFICER; PRESIDENT
Cohen DavidMANAGING DIRECTOR
WACHTER PAUL DAVIDCHIEF EXECUTIVE OFFICER; PRESIDENT; SHAREHOLDER
FILLO CHRISTOPHER MARKCHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER; VICE CHAIRMAN
ROSEN ARTHUR JCHIEF COMPLIANCE OFFICER
SZUCH JEREMY BRIANCHIEF COMPLIANCE OFFICER
ROSEN TODD JEFFREYCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; GENERAL COUNSEL
POTTS JAMES BERTRUMCHIEF FINANCIAL OFFICER
LE KHOA DANGCHIEF COMPLIANCE OFFICER
BANIAN CHRISTINE DANIELACHIEF OPERATING OFFICER

More on this firm