Salem Partners, LLC

Overview

Salem Partners is an investment bank and wealth management firm based in Los Angeles. Founded in 1997, it provides customized investment solutions in a multi-family office environment and financial planning and portfolio management for individuals and small businesses. The firm is registered with the SEC as an investment adviser and reported $1.5B in regulatory assets under management on its latest Form ADV. Its reported client types include high net worth individuals.

Services

• Financial planning
• Portfolio management
• Investment banking
• Wealth management

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)

Location

See more firms in California and Los Angeles.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 131359), filed 03/31/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.