AdFi
MI

M83 Investment Group, LLC

SEC Registered

Portfolios built for resiliency.

Calabasas, CAhttps://83igfunds.com818-222-4727
Assets Under Management
$100M–$500M
Employees
6
Office Locations
1 office
Total Accounts
1

About the firm

M83 Investment Group, an affiliate of Morton Wealth, serves as Adviser to the Fund. The firm focuses on building resilient portfolios by giving clients access to more opportunities and generating income to help drive better outcomes. The team has over two decades of experience sourcing alternative opportunities.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Investment Companies

Areas of expertise

Alternative InvestmentsPortfolio ResilienceIncome GenerationGeopolitical RiskInterest Rate RiskInflationWealth Management

Services

Alternative investment fund management focused on building resilient portfolios, generating income, and providing access to more opportunities, with concerns addressed around geopolitical risk, interest rate environments, and volatile inflation.

Leadership

Morton Wealth
SOLE MEMBER
Meghan Hillary Pinchuk
CHIEF INVESTMENT OFFICER AND MANAGER
Jeffrey Sarti
CHIEF EXECUTIVE OFFICER AND MANAGER
Stacey Lynn Mckinnon
CHIEF OPERATING OFFICER AND MANAGER
Meghan Hillary Pinchuk
MANAGING MEMBER
The Sarti Trust
MANAGING MEMBER
Jeffrey Sarti
TRUSTEE
Sara Minkyung Sarti
TRUSTEE
Menachem Striks
CHIEF COMPLIANCE OFFICER
Eric Jay Selter
MANAGER
Stacey Lynn Mckinnon
MANAGER

Office locations

1 office in 1 state
CA
CalabasasHQ

Regulatory & compliance

CRD number
#332416
SEC Number
801-131436
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of December 5, 2025 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. M83 Investment Group, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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