# MSA ADVISORS, LLC

MSA ADVISORS, LLC of SANTA MONICA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 305170
- Type: SEC-registered investment adviser
- SEC file number: 801-117239
- Location: 3110 MAIN STREET, SUITE 310, SANTA MONICA, CA, 90405
- Phone: 310-778-2200
- Latest filing: 2026-03-27
- Regulatory AUM: $9.6B
- Discretionary AUM: $7.0B
- Non-discretionary AUM: $2.6B
- Clients: 34
- Accounts: 125

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Paul David Wachter | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; SHAREHOLDER | — |
| Todd Jeffrey Rosen | GENERAL COUNSEL | — |
| Christopher Mark Fillo | VICE CHAIRMAN | — |
| James Bertrum Potts | CHIEF FINANCIAL OFFICER | — |
| Jeremy Brian Szuch | CHIEF COMPLIANCE OFFICER | — |
| Christine Daniela Banian | CHIEF OPERATING OFFICER; PRESIDENT | — |
| Cohen David | MANAGING DIRECTOR | — |
| WACHTER PAUL DAVID | CHIEF EXECUTIVE OFFICER; PRESIDENT; SHAREHOLDER | — |
| FILLO CHRISTOPHER MARK | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER; VICE CHAIRMAN | — |
| ROSEN ARTHUR J | CHIEF COMPLIANCE OFFICER | — |
| SZUCH JEREMY BRIAN | CHIEF COMPLIANCE OFFICER | — |
| ROSEN TODD JEFFREY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; GENERAL COUNSEL | — |
| POTTS JAMES BERTRUM | CHIEF FINANCIAL OFFICER | — |
| LE KHOA DANG | CHIEF COMPLIANCE OFFICER | — |
| BANIAN CHRISTINE DANIELA | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305170/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305170/similar
- Related entities: https://search.stillhousedata.com/firm/305170/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305170

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.