M83 Investment Group provides portfolio management for investment companies.
M83 Investment Group reports 1 investment company. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($191M across 1 account) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $191M | 100.0% | $191M |
| Total | 1 | $191M | 100% | $191M |
- Clients
- 1
- Regulatory AUM
- $191M
- AUM share
- 100.0%
- Avg. per client
- $191M
Total
- Clients
- 1
- Regulatory AUM
- $191M
- AUM share
- 100%
- Avg. per client
- $191M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
M83 Investment Group is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Morton Wealth owns 75% or more of M83 Investment Group and is in turn owned by Meghan Pinchuk (25–50%) and The Sarti Trust (25–50%). Jeffrey Sarti is CEO; the leadership team includes Chief Investment Officer Meghan Pinchuk, Chief Operating Officer Stacey McKinnon and Chief Compliance Officer Menachem Striks. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of M83 Investment Group, LLC
Morton Wealth
Control person · since November 2023
- Owns 25% to 50% of Morton Wealth
Meghan Pinchuk
Control person · since October 2013
- Owns 25% to 50% of Morton Wealth
The Sarti Trust
Control person · since October 2013
Jeffrey Sarti
Trustee · Control person · since October 2013
Sara Sarti
Trustee · Control person · since October 2013
Eric Selter
Manager · Control person · since July 2006
Stacey McKinnon
Manager · Control person · since December 2017
M83 Investment Group’s regulatory assets grew 1.7× from $114M (March 2025) to $191M (December 2025); clients were 1 in both filings and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Dec 2025December 2025 | $191M | 1 | 6 | 1 |
| Mar 2025March 2025 | $114M | 1 | 6 | 1 |
Besides its headquarters, M83 Investment Group has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 27200 Agoura Road, Suite 200, CalabasasHQ
Contact and registration details
- Legal name
- M83 Investment Group, LLC
- Headquarters
- 27200 Agoura Road, Suite 200, Calabasas, CA 91301
- Website
- 83igfunds.com
- Phone
- 818-222-4727
- SEC file
- 801-131436
- Structure
- Delaware LLC
- Fiscal year end
- September
M83 Investment Group does not have custody of client assets.
How many clients does M83 Investment Group have?
M83 Investment Group has 1 client and manages $191 million for them, as of December 2025. They include 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 December 2025
What services does M83 Investment Group offer?
M83 Investment Group provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does M83 Investment Group have?
M83 Investment Group has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns M83 Investment Group?
M83 Investment Group is owned through a holding company by Meghan Pinchuk. Its direct owner is Morton Wealth (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 December 2025
How does M83 Investment Group get paid?
M83 Investment Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact M83 Investment Group?
M83 Investment Group’s main office is at 27200 Agoura Road, Suite 200, Calabasas, CA 91301. Its phone number is 818-222-4727. Its website is 83igfunds.com.