Investment adviser · CRD 146959
MALAGA COVE CAPITAL, LLC
Investment adviser filing (IA)
PALOS VERDES ESTATES, CA, United States · Form ADV filed Feb 13, 2026
- Regulatory AUM
- $311M Form ADV · Item 5.F
- Client accounts
- 462 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $225,962,720 | 72.7% |
| Individuals | 166 | $65,868,454 | 21.2% |
| Retirement plans | 4 | $9,286,886 | 3.0% |
| Corporations & businesses | 4 | $9,280,164 | 3.0% |
| Charities | 2 | $531,488 | 0.2% |
Filing source
Form ADV 2042354 · Feb 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 13, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
425 VIA CORTA, SUITE 303PALOS VERDES ESTATES, CA, 90274, United States
CRD 146959
Filing source
Form ADV 2042354 · Feb 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.