PB CAPITAL

PB CAPITAL of SIMI VALLEY, CA is an SEC-registered investment adviser (CRD 319410). Regulatory assets under management: $33.9M.

Registration

• CRD: 319410
• SEC file number: 801-124977
• Type: Registered investment adviser
• Location: 45 W EASY STREET, SIMI VALLEY, CA, 93065
• Phone: 818-553-1626
• Latest filing: 2026-01-15
• Regulatory AUM: $33.9M
• Non-discretionary AUM: $33.9M
• Clients: 1
• Accounts: 185

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 319410 on SEC IAPD (source of record)
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