9AT: SITRIN CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date	02/09/2026
Registration	SEC, Approved, 02/03/2016
ADV Location	CENTURY CITY, CA, United States
Contact Info	(42 xxxxxxx
Websites

AUM^*	351,082,807 18%
of that, discretionary	351,082,807 18%
Number of Employees	6
of those in investment advisory functions	6 50%
Private Fund GAV^*	0
Avg Account Size	560,835 11%
% High Net Worth	41.95% 2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser HOWARD CAPITAL MANAGEMENT GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.6b	#Funds-
Adviser INTRINSIC VALUE PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM220.6m	#Funds-
Adviser CENTERLINE WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM326.0m	#Funds-
Adviser NOVARE CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.9b	#Funds-
Adviser COMPOUND FAMILY OFFICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM540.8m	#Funds-
Adviser KANAWHA CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.8b	#Funds-
Adviser CUSTOM PORTFOLIO GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM175.6m	#Funds-
Adviser HCR WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund2.3m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.3m	AUM2.0b	#Funds1
Adviser DAY & ENNIS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM384.1m	#Funds-
Adviser PATTON ALBERTSON MILLER GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.7b	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker037833100	Stock NameAPPLE INC	$ Position$13,020,538	% Position6.00%	$ Change13.00%	# Change-1.00%
Stck Ticker512807306	Stock NameLAM RESEARCH CORP	$ Position$11,712,000	% Position5.00%	$ Change23.00%	# Change-39.00%
Stck Ticker67066G104	Stock NameNVIDIA CORPORATION	$ Position$10,330,497	% Position5.00%	$ Change13.00%	# Change-2.00%
Stck Ticker56585A102	Stock NameMARATHON PETE CORP	$ Position$9,384,367	% Position4.00%	$ Change3.00%	# Change-1.00%
Stck Ticker697435105	Stock NamePALO ALTO NETWORKS INC	$ Position$9,143,087	% Position4.00%	$ Change51.00%	# Change-29.00%
Stck Ticker46625H100	Stock NameJPMORGAN CHASE & CO	$ Position$8,637,592	% Position4.00%	$ Change9.00%	# Change-2.00%
Stck Ticker78462F103	Stock NameSTATE STR SPDR S&P 500 ETF T	$ Position$8,651,148	% Position4.00%	$ Change9.00%	# Change-5.00%
Stck Ticker931142103	Stock NameWALMART INC	$ Position$7,991,257	% Position4.00%	$ Change-10.00%	# Change-1.00%
Stck Ticker94106L109	Stock NameWASTE MGMT INC DEL	$ Position$6,127,640	% Position3.00%	$ Change-4.00%	# Change-1.00%
Stck Ticker92826C839	Stock NameVISA INC	$ Position$6,852,087	% Position3.00%	$ Change12.00%	# Change-1.00%

Brochure Summary

Overview

SCM LLC provides clients with asset management and financial planning and consulting portfolio management services. Our firm is a limited liability company formed in the State of California. We have been in business as an independent registered investment adviser since 2012 and are owned by The Sitrin Living Trust (35%), Efren Bolisay (35%), Ryan Sitrin (15%), and Scott Sitrin (15%). Description of the Types of Advisory Services We Offer Comprehensive Portfolio Management: Our Comprehensive Portfolio Management service encompasses asset management as well as providing financial planning/financial consulting to clients. It is designed to assist clients in meeting their financial goals through the use of financial investments. We conduct at least one, but sometimes more than one meeting (in person if possible, otherwise via telephone conference) with clients in order to understand their current financial situation, existing resources, financial goals, and tolerance for risk. Based on what we learn, we propose an investment approach to the client. We may propose an investment portfolio consisting of exchange traded funds, mutual funds, individual stocks or bonds, or other securities. Upon the client’s agreement to the proposed investment plan, we work with the client to establish or transfer investment

accounts so that we can manage the client’s portfolio. Once the relevant accounts are under our management, we review such accounts on a regular basis, at least quarterly. We may periodically rebalance or adjust client accounts under our management. If the client experiences any significant changes to his/her financial or personal circumstances, the client must notify us so that we can consider such information in managing the client’s investments. Tailoring of Advisory Services We offer individualized investment advice to all of our clients. Each client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. Restrictions would be limited to our Asset Management services. We do not manage assets through our other services. Participation in Wrap Fee Programs Our firm does not currently offer or sponsor a Wrap Fee Program service. However, we have some Legacy Clients currently enrolled in our Wrap Program. Regulatory Assets Under Management We manage $286,237,759 on a discretionary basis and $0 on a non-discretionary basis as of December 31, 2022.

SITRIN CAPITAL MANAGEMENT, LLC

SITRIN CAPITAL MANAGEMENT, LLC

SITRIN CAPITAL

SITRIN CAPITAL PORTFOLIO MANAGEMENT

SITRIN CAPITAL MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

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SITRIN CAPITAL MANAGEMENT, LLC SITRIN CAPITAL MANAGEMENT, LLC SITRIN CAPITAL SITRIN CAPITAL PORTFOLIO MANAGEMENT SITRIN CAPITAL MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

SITRIN CAPITAL MANAGEMENT, LLC

SITRIN CAPITAL MANAGEMENT, LLC

SITRIN CAPITAL

SITRIN CAPITAL PORTFOLIO MANAGEMENT

SITRIN CAPITAL MANAGEMENT