Ambrosia Herb Tea, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,593,055
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$265,509
About
The firm provides separately managed account investment advisory services to individuals, high‑net‑worth individuals, and institutions, with recommendations limited to S&P 500 index options. Client assets are maintained at third‑party custodians and the firm generally manages accounts on a discretionary basis.
The investment approach is a rule‑based risk‑premium strategy that seeks to generate income through the systematic sale and purchase of S&P 500 call and put options; the strategy is backtested and described as having low correlation with other asset classes and does not rely on predicting market direction. The same strategy is applied across accounts (clients may restrict risk parameters), and the firm evaluates client financial situations and objectives to determine suitability for this options‑focused program.
A distinctive feature is that the firm offers performance‑based compensation to qualified clients using a quarterly high‑water‑mark calculation while also managing non‑performance fee accounts, creating a side‑by‑side fee structure the firm addresses through differential fee levels. The brochure also notes the managing director is a CFA charterholder with a background developing technical analysis systems and maintains full‑time employment outside the advisory business, which the firm says results in early‑morning trading windows and research conducted after regular work hours.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
20% of the amount by which the ending account value exceeds the previous fiscal quarter high water mark, calculated quarterly
Account minimum: $200,000 (may be waived at discretion)
Main office location
Ambrosia Herb Tea, LLC
Corona CA, United States
Number of offices
1
Most active in
Ambrosia Herb Tea, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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