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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Advice Period

Multi family office in Los Angeles, United States, founded 2014.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Los Angeles, United States
FOUNDED
2014

Investment approach

ROUTES
Companies (own capital)

Overview

This multi family office is based in Los Angeles, United States; it was founded in 2014. It invests directly in companies; 3 people are named on its team.

People

  • Steve Lockshin
    Founder · source
  • Jonathan Straub
    Principal and co-founder · source
  • Marc L. Russell
    Principal and co-founder · source

Frequently asked questions

Advice Period is a multi family office based in Los Angeles, the United States, founded in 2014.

Advice Period invests its own capital into companies.

Key people at Advice Period include Steve Lockshin (Founder), Jonathan Straub (Principal and co-founder) and Marc L. Russell (Principal and co-founder).