{"url":"https://nivawealth.com/firms/m83-investment-group-332416","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/332416","regulatoryAum":191025723,"crd":"332416","history":[{"filedOn":"2025-03-27","regulatoryAum":113813376,"clients":1,"employees":6,"offices":1},{"filedOn":"2025-12-05","regulatoryAum":191025723,"clients":1,"employees":6,"offices":1}],"secFileNumber":"801-131436","legalName":"M83 Investment Group, LLC","displayName":"M83 Investment Group","slug":"m83-investment-group-332416","website":"https://83igfunds.com/","classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"September","headquarters":{"street":"27200 Agoura Road, Suite 200","city":"Calabasas","state":"CA","stateName":"California","country":"United States","postalCode":"91301"},"tradeNames":[],"registration":{"secApproved":"12 November 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":191025723,"discretionary":191025723,"discretionaryAccounts":1,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":191025723}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"M83 Investment Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jeffrey Sarti","title":"Chief Executive Officer and Manager","crd":"4837493"},{"name":"Stacey McKinnon","title":"Chief Operating Officer and Manager","crd":"6526531"},{"name":"Menachem Striks","title":"Chief Compliance Officer","crd":"7310871"},{"name":"Meghan Pinchuk","title":"Chief Investment Officer and Manager","crd":"5663304"}],"ownership":[{"label":"Morton Wealth","detail":"Sole member in the 75% or more ownership band and a control person, since November 2023."},{"label":"Meghan Pinchuk","detail":"Indirect owner: a managing member of Morton Wealth in the 25% to 50% band and a control person, since October 2013.","parent":"Morton Wealth"},{"label":"The Sarti Trust","detail":"Indirect owner: a managing member of Morton Wealth in the 25% to 50% band and a control person, since October 2013.","parent":"Morton Wealth"},{"label":"Jeffrey Sarti","detail":"Indirect owner: trustee of The Sarti Trust and a control person, since October 2013.","parent":"The Sarti Trust"},{"label":"Sara Sarti","detail":"Indirect owner: trustee of The Sarti Trust and a control person, since October 2013.","parent":"The Sarti Trust"},{"label":"Eric Selter","detail":"Indirect owner: manager of Morton Wealth and a control person, since July 2006.","parent":"Morton Wealth"},{"label":"Stacey McKinnon","detail":"Indirect owner: manager of Morton Wealth and a control person, since December 2017.","parent":"Morton Wealth"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"27200 Agoura Road, Suite 200","city":"Calabasas","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"818-222-4727","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for investment companies"],"financialPlanningClients":"0","assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"5 December 2025","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/332416/PDF/332416.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does M83 Investment Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does M83 Investment Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does M83 Investment Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns M83 Investment Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does M83 Investment Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact M83 Investment Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 5 December 2025","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}