AUMdb

Continuum Global Asset Management, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 135248 · SEC file 801-69461 · · WWW.CGAMADVISOR.COM
☆ Save with Pro ADV data as of Apr 24, 2026
Regulatory AUM
$61.5M
Discretionary
$61.5M
Clients
54
Avg AUM / client
$1.1M
Accounts
54
Employees
1

AUM over time

$15.5M $61.5M
Dec 19, 2011 Apr 24, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 24, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 54 $61.5M 100.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2012 · $350K combined gross assets

FundTypeDomicileGross assetsOwners
Continuum Global Fund, Lp Hedge Fund Arizona $350K 6

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Manu Walia (Nmn) Chief Compliance Officer, Managing Member Oct 2004 (22y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $350K gross assets)

FundTypeGross assetsMin. investmentOwners
Continuum Global Fund, Lp Hedge Fund $350K $25.0K 6

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/24/2026 980 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

Criminal · Item 11.A(2) as of Mar 13, 2012

Event Detail: ONE COUNT OF FELONY SPOUSAL ABUSE Status: Final Disposition: ONE CHARGE WAS DISMISSED. DISTRICT ATTORNEY STATEMENT "AT THIS TIME THE DISTRICT ATTORNEY'S OFFICE HAS DECIDED TO REJECT ANY FILING AGAINST YOU" Summary: ESCALATION OF AN ARGUMENT BETWEEN ME AND MY WIFE. MY WIFE'S FRIEND'S HUSBAND CONTACTED THE AUTHORITIES WITHOUT HER KNOWLEDGE OR CONCENT. THE AUTHORITIES MENTIONED THAT THEY HAD TO TAKE ACTION BY LAW. THE CASE WAS NEVER FILED, AND WAS DISMISSED.

Disclosure text reproduced verbatim from the firm's own Form ADV filings.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.

View current Form ADV (SEC/IAPD) ↗