Continuum Global Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$54,800,000
Total clients
53
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$1,033,962
About
Continuum Global Asset Management provides fee-based investment supervisory and portfolio management services primarily to high‑net‑worth individuals, family trust accounts and retirement accounts. The firm offers both discretionary and non‑discretionary management, prepares individualized investment policy statements, and delivers periodic performance reviews to clients.
The firm’s investment approach blends fundamental and technical research with asset‑allocation techniques and regular market/economic reviews to monitor positions. Portfolios use a mix of individual equities and bonds, mutual funds, ETFs, closed‑end funds, REITs and options (for hedging, income and selective speculation), and the firm employs stop losses and option strategies to manage volatility.
Noteworthy for an independent adviser of its size, the firm offers an optional profit‑based fee (20% of profits) available only to qualified clients and currently used by one client, and it previously served as advisor to a private fund that has since been liquidated. The practice emphasizes high‑net‑worth and trust accounts rather than serving non‑HNW individual clients, and its combination of performance fees, active options usage and prior private‑fund experience distinguishes it from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,500,001 - $2,500,000: 0.75% $2,500,001+: Negotiable
20% of the profits of the portfolio managed by CGAM, calculated and invoiced annually following the account's anniversary, then quarterly. Losses carried forward to reduce future profits. Client must qualify as a "Qualified Client" with either $1,100,000+ under management or $2,200,000 net worth.
Main office location
Continuum Global Asset Management, LLC
Santa Clarita CA, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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