GEORGINA ASSET MANAGEMENT LLC
CRD #107949 SEC #801-57689 SANTA MONICA, CA 310-395-2679
SEC Registered Private Funds
Total AUM
$357.8M
Discretionary
$157.3M
Employees
3
Clients
0
Accounts
18
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Blueford, Anthony, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Blueford, Anthony, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Blueford, Anthony, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Blueford, Anthony, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Blueford, Anthony, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Blueford, Anthony, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Blueford, Anthony, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Blueford, Anthony, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Blueford, Anthony, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING DIRECTOR | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAVA, KRISTINA, LINDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEETOO, JOSEPH, ALAN | I | DIRECTOR OF INVESTMENT RESEARCH | NA | Control |
| GAM INVESTMENT HOLDINGS, LLC | DE | MEMBER | E | Control |
| GAM INVESTMENT HOLDINGS, LLC | DE | MEMBER | E | Control |
| GAM INVESTMENT HOLDINGS, LLC | DE | MEMBER | E | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | E | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | E | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | E | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | E | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, ROBERT, HOWARD | I | MANAGING PRINCIPAL | D | Control |
| LIPP, DIANE | I | OWNER | C | Control |
| LIPP, DIANE | I | OWNER | C | Control |
| LIPP, DIANE | I | OWNER | C | Control |
| LIPP, DIANE | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
| LIPP, DIANE, S (MI ONLY) | I | OWNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LIPP, ROBERT, HOWARD | I | LIPP 2021 REVOCABLE TRUST | F | Control |
| LIPP, ROBERT, HOWARD | I | LIPP 2021 REVOCABLE TRUST | F | Control |
| REDBIRD CAPITAL PARTNERS FUND IV GENPAR LLC | DE | ARAX BUSINESS TRUST | F | Control |
| REDBIRD CAPITAL PARTNERS FUND IV GENPAR LLC | DE | ARAX BUSINESS TRUST | F | Control |
| ARAX BUSINESS TRUST | DE | ARAX INVESTMENT PARTNERS, LLC | E | Control |
| ARAX BUSINESS TRUST | DE | ARAX INVESTMENT PARTNERS, LLC | E | Control |
| ARAX INVESTMENT PARTNERS, LLC | DE | ARAX MIDCO, LLC | E | Control |
| ARAX INVESTMENT PARTNERS, LLC | DE | ARAX MIDCO, LLC | E | Control |
| ARAX MIDCO, LLC | DE | ARAX WEALTH MANAGEMENT, LLC | E | Control |
| ARAX MIDCO, LLC | DE | ARAX WEALTH MANAGEMENT, LLC | E | Control |
| LIPP 2021 REVOCABLE TRUST | DE | WESTWOOD FINANCIAL HOLDINGS, LLC | E | Control |
| LIPP 2021 REVOCABLE TRUST | DE | WESTWOOD FINANCIAL HOLDINGS, LLC | E | Control |
| ARAX WEALTH MANAGEMENT, LLC | DE | GAM INVESTMENT HOLDINGS, LLC | D | Control |
| ARAX WEALTH MANAGEMENT, LLC | DE | GAM INVESTMENT HOLDINGS, LLC | D | Control |
| WESTWOOD FINANCIAL HOLDINGS, LLC | DE | GAM INVESTMENT HOLDINGS, LLC | C | Control |
| WESTWOOD FINANCIAL HOLDINGS, LLC | DE | GAM INVESTMENT HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (3)
CA NY TX
Address
1201 MONTANA AVESUITE 205
SANTA MONICA, CA 90403
United States
Phone: 310-395-2679