Commonwealth Asset Management LP: new SEC registration, $296M AUM, Los Angeles, CA
Commonwealth Asset Management LP (Los Angeles, California): new SEC registration, $296M AUM, Los Angeles, CA. Its amount of 296 is above the median of 134 (78th percentile). Dated 57 days ago, it serves as a historical benchmark. Score 75/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 296 · 78th percentile of 1,149 NewRiaPulse records · 2.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Commonwealth Asset Management LP |
| Legal name | Commonwealth Asset Management LP |
| CRD | 306098 |
| Status | Approved |
| Registered with the SEC | 2026-09-09 |
| Latest Form ADV filing | 2026-06-29 |
| Location | Los Angeles, CA, United States |
| Regulatory AUM | $295,683,751 |
| Accounts | 3 |
| Employees | 4 |
| Website | https://www.linkedin.com/company/commonwealth-asset-management-lp/mycompany/ |
| amount percentile | 78th of 1,149 (median 134, 2.2x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Commonwealth Asset Management LP
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Unlock Commonwealth Asset Management + all 148 CA records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-09
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Commonwealth Asset Management LP and 148 California peers
- California NewRiaPulse records like this one: 148
- Commonwealth Asset Management LP's amount: 78th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
75 / 100 Score
- Registered in the last 60 days.
- $296M under management.
- Website on file.
What is the NewRiaPulse record for Commonwealth Asset Management LP in Los Angeles, California?
Commonwealth Asset Management LP received SEC registration as an investment adviser (2026-09-09) with $295,683,751 in regulatory assets under management, based in Los Angeles, CA.
How does Commonwealth Asset Management LP compare to other California NewRiaPulse records?
Its amount of 296 sits in the upper half (78th percentile) of 1,149 records; the median is 134. It is 57 days old; check the official source for later updates before acting. Its Score of 75/100 puts it among the stronger signals in this feed.
Commonwealth Asset Management LP vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Commonwealth Asset Management LP | Los Angeles, CA | 296 | 78th | 2026-09-09 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in California NewRiaPulse: Approved
Cross-dataset signals in California
Newly funded companies in California (SEC Form D) (91) IpoFilingPulse: records in California (85)
More California public-record feeds
Newly Medicare-Certified Hospices, Home Health Agencies & Dialysis Centers in California Los Angeles CA Listing of Active Businesses Pulse in California Excluded Health Care Business Search (OIG LEIE) in California Federal Alcohol Permit Holder Directory in California New Executive & Auditor Changes (SEC 8-K) in California New SBA 7(a) & 504 Loan Approvals in California FEMA Hazard Mitigation Project Tracker in California New Grants by Vendor Procurement Need in California
How to monitor Commonwealth Asset Management LP and peer approved records
Get new NewRiaPulse records like Commonwealth Asset Management LP by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.