SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,965,143
- Description
- Los Angeles California based relationship driven wealth allocation platform with a manager led operating structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for planning centered advisory portfolios. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through thesis validation discipline and risk accountability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 605 | 4,965,143 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q3 2025 | 11/5/2025 | 597 | 4,686,343 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q2 2025 | 7/29/2025 | 577 | 4,339,417 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q1 2025 | 5/16/2025 | 548 | 3,799,359 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q4 2024 | 2/11/2025 | 537 | 3,992,628 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q3 2024 | 11/6/2024 | 521 | 4,335,037 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q2 2024 | 7/26/2024 | 503 | 3,996,222 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q1 2024 | 5/13/2024 | 176 | 3,538,062 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q4 2023 | 1/29/2024 | 184 | 3,399,987 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q3 2023 | 10/26/2023 | 172 | 2,955,880 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q2 2023 | 7/20/2023 | 174 | 3,016,282 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q1 2023 | 5/3/2023 | 174 | 2,850,438 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q4 2022 | 1/11/2023 | 180 | 2,780,104 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q3 2022 | 10/20/2022 | 161 | 2,126,881 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q2 2022 | 7/13/2022 | 168 | 1,979,136 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q1 2022 | 4/19/2022 | 163 | 2,180,648 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q4 2021 | 1/20/2022 | 163 | 2,229,177 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q3 2021 | 10/12/2021 | 160 | 2,042,407 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q2 2021 | 7/16/2021 | 160 | 2,226,463 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q1 2021 | 4/15/2021 | 164 | 2,054,171 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q4 2020 | 1/13/2021 | 156 | 1,851,681 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q3 2020 | 10/13/2020 | 150 | 1,611,433 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q2 2020 | 7/21/2020 | 141 | 1,411,858 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q1 2020 | 5/7/2020 | 131 | 1,255,656 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q4 2019 | 10/9/2020 | 160 | 1,636,849 | 13F-HR/A - RESTATEMENT | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q4 2019 | 2/6/2020 | 191 | 1,619,536 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q3 2019 | 10/9/2020 | 1 | 219 | 13F-HR/A - NEW HOLDINGS | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q3 2019 | 10/9/2020 | 151 | 1,506,247 | 13F-HR/A - RESTATEMENT | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q2 2019 | 10/9/2020 | 2 | 103,667 | 13F-HR/A - NEW HOLDINGS | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q2 2019 | 10/9/2020 | 153 | 1,410,050 | 13F-HR/A - RESTATEMENT | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q1 2019 | 10/13/2020 | 17 | 158,030 | 13F-HR/A - NEW HOLDINGS | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q1 2019 | 10/13/2020 | 153 | 1,326,663 | 13F-HR/A - RESTATEMENT | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q2 2014 | 7/22/2014 | 60 | 284,337 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q1 2014 | 5/7/2014 | 60 | 255,313 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| Q4 2013 | 2/12/2014 | 54 | 202,140 | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.764 M | 75.8% | 458.1 K | 0 | 458.1 K |
| ETFs | 1.188 M | 23.9% | 0 | 180.9 K | -180.9 K |
| Debt | 4.866 K | 0.1% | 697 | 0 | 697 |
| Other | 7.361 K | 0.1% | 849 | 0 | 849 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
4,965,143
Holdings
605
QoQ value change ($000)
278,800
(5.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.