Calabazas Creek Advisors, LLC

Calabazas Creek Advisors is an independent, state-registered investment adviser that provides discretionary portfolio management to individuals (primarily high‑net‑worth clients), trusts, and other entities, and does not offer financial planning. The firm operates as a single‑advisor practice and, per its Form ADV, manages roughly $0.9 million in client assets and has not been accepting new discretionary separately managed accounts since January 2020.

The firm implements a proprietary Dynamic Asset Allocation Strategy that is quantitative and algorithmic, using machine‑assisted learning and momentum signals to allocate among exchange‑traded products across asset classes, with monthly rebalancing. Portfolios are typically concentrated (one to five positions), usually largely invested, and may include leveraged ETPs to adjust exposure while seeking long‑term return.

Notable differences from many peers include the firm’s practice of licensing trade data from its model portfolio to third‑party advisers for marketing and its explicit policy of bearing research costs rather than using client brokerage or soft‑dollar arrangements. The firm’s principal invests a significant portion of personal capital alongside client accounts, follows the CFA Institute Code of Ethics, and recommends low‑cost execution platforms (Interactive Brokers) to support its algorithmic strategy.