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Paul Feinstein

Audent Global Asset Management, LLC
26 Years of Experience
Beverly Hills, CA
View SEC Summary
View SEC Summary

Paul Feinstein is a registered investment advisor at Audent Global Asset Management, LLC, based in Beverly Hills, CA, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 164 clients with $450M in assets under management.

Audent Global Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
164 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$452.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.80%

Fees vary by strategy, ranging from 0.80% to 1.40% annually depending on the strategy utilized. Fees may be negotiated at Audent Global Asset Management's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

150 S. Rodeo Dr, Suite 100, Beverly Hills, CA, 90212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Audent Global Asset Management, LLC
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Audent Global Asset Management, LLC
August 2020 - December 2023 · 3 yrs 4 mos
Private Advisor Group, LLC
February 2020 - September 2020 · 7 mos
First Republic Investment Management, INC.
February 2017 - March 2020 · 3 yrs 1 mo
First Republic Securities Company, LLCBroker
February 2017 - March 2020 · 3 yrs 1 mo
UBS Financial Services INC.
March 2003 - February 2017 · 13 yrs 11 mos
UBS Financial Services INC.Broker
March 2003 - February 2017 · 13 yrs 11 mos
Fahnestock Asset Management
January 2003 - March 2003 · 2 mos
Fahnestock & CO. INC.Broker
January 2003 - March 2003 · 2 mos
Cibc World Markets CORP.
September 1999 - January 2003 · 3 yrs 4 mos
Cibc World Markets CORP.Broker
August 1999 - January 2003 · 3 yrs 5 mos
State Registrations2 states
CANY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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