About Extract Advisors LLC
Extract Advisors LLC was founded on the principle that superior, long-term investment performance requires a highly disciplined, research-intensive approach coupled with an unwavering commitment to client interests.
Our Mission
Our mission is to provide disciplined, fiduciary investment management that helps sophisticated clients—including high-net-worth individuals, endowments, and institutions—achieve their long-term financial objectives. We accomplish this through thoughtful stewardship of capital, customized investment strategies, and proactive risk management, always maintaining the highest standard of integrity and transparency.
Our Vision
Our vision is to be the trusted, research-driven partner recognized globally for preserving and growing client capital with integrity and measurable success. As we evolve, we seek to strategically expand our offerings by managing specialized funds, launching innovative strategies, and accommodating diverse account types, ensuring we remain at the forefront of wealth management.
Firm Identity and Overview
A Registered Fiduciary
Extract Advisors LLC is formally registered as a Limited Liability Company (LLC) in the state of Delaware and is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor (RIA). Our regulatory foundation ensures we meet stringent federal requirements for transparency, operational soundness, and ethical practice.
A Registered Fiduciary
- CRD No.: 285535
- SEC File No.: 801-117058
The Fiduciary Commitment Defined
Operating as a fiduciary is not merely a statement; it is a legally binding obligation that dictates every action we take on behalf of our clients. This means:
Conflict-Free Advice: We eliminate conflicts of interest to the maximum extent possible, ensuring recommendations are made solely for your financial benefit.
Full Disclosure: We commit to complete transparency regarding our fees, potential conflicts, and investment rationales.
Best Execution: We are required to seek the best execution for all client transactions, minimizing trading costs and maximizing efficiency.
We manage over $651 Million in client assets, every dollar of which is managed under this strict fiduciary mandate.
Our Team and Expertise
Our team is composed of seasoned investment professionals with extensive experience navigating complex global markets. We bring a diverse range of analytical backgrounds, allowing us to build robust portfolios that can withstand various economic cycles.
Deep Market Experience
Our principals possess decades of cumulative experience in asset allocation, fundamental research, and risk modeling.
Analytical Rigor
We emphasize a proprietary research process, utilizing advanced quantitative tools and qualitative analysis to identify unique investment opportunities and assess systemic risks.
Client Focus
Our structure is designed to maximize time spent on investment strategy and client communication, not internal bureaucracy.
Operational Headquarters
Extract Advisors LLC’s operations are centralized at our main office, serving as the hub for our research, compliance, and client service teams.
- Main Office Location: 4500 Park Granada, Unit 202, Calabasas, CA 91302
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