Antoine Lena is a registered investment advisor at Twenty-Five Capital Partners, based in Newport Beach, CA, with 6 years of industry experience. Antoine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5MM.
Fee Estimator
Location
417 29th Street, Newport Beach, CA, 92663
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Antoine is the proprietor/owner of SAPRL Investments LLC, a family LLC established in 2025 to manage and invest family assets. Antoine will oversee the operations and investment purposes of the LLC.
Employment History
Current Registrations
Twenty-Five Capital Partners
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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