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MUSE CAPITAL MANAGEMENT LLC

CRD 304463File 801-134745
APPROVED
Retail clients
Custody
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$107.0M
Bottom 25% of cohort (national)
Discretionary AUM
$107.0M
Clients
13
109 accounts
Employees
2
Bottom 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Dec 2, 2025
Principal office
100 WILSHIRE BLVD., SUITE 700, SANTA MONICA, CA, 90401
Phone
908-752-1002

Assets & accounts

ADV Item 5F
Total regulatory AUM
$107.0M
Discretionary AUM
$107.0M
Non-discretionary AUM
$0
Discretionary accounts
109
Non-discretionary accounts
0
Total accounts
109
AUM per client
$8.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals4$99.4M
Pooled investment vehicles2$4.5M
Individuals (other than high net worth individuals)7$3.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 1, 2026Employees12increased by1
Aug 1, 2026AUM$103,794,662$106,983,502increased by$3,188,840
Aug 1, 2026Accounts13109increased by96
Jan 1, 2026Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MUSE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MUSE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.