Advisor at Legion Partners Asset Management, LLC
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Firm
Legion Partners Asset Management, LLC
Location
Beverly Hills, CA 90212
Credentials
Series 63, Series 65
Industry experience
14 years
Christopher Kiper is a financial advisor at Legion Partners Asset Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Legion Partners since 2010. Legion Partners Asset Management manages pooled investment vehicles and co-investments primarily for institutional investors, family offices, and high-net-worth individuals. The firm focuses on long-term oriented small- and mid-cap equity investments, maintaining concentrated portfolios and engaging actively with portfolio company management and boards as part of its investment strategy.
Based on Legion Partners Asset Management, LLC
Performance-based fees are charged as a percentage of realized and/or unrealized investment profits, calculated based on either an absolute return or hurdle-based methodology; specific percentages are negotiated in the Investor Agreement but not explicitly stated in the brochure.
Account minimum: $5.0 million
9401 Wilshire Blvd, Suite 705
Beverly Hills, CA 90212
California
Legion Partners Asset Management
2012 - Present (14 years)
Legion Partners
2010 - Present (16 years)
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Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Series 63, Series 65
Los Angeles, CA
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CFP®, Series 66
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Series 65
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Joseph C. Longo, Attorney At Law
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