1n Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 309502
- Registered since
- July 17, 2020
- Website
- www.1ncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
1n Capital, LLC is an independent, owner-run registered investment adviser that acts as a capital allocator for a concentrated client base of individuals, families and small businesses. Registered in 2020, the firm provides discretionary portfolio management and also selects outside managers when it makes sense for client objectives. Its fee model combines percentage-of-AUM billing with the option for fixed fees, and the firm does not position itself as an active ESG investor. Investment activity is tilted toward liquid equity exposure, with a pronounced preference for exchange-traded instruments and separately managed account solutions that allow customization and tax-aware management alongside allocations to external managers for less-liquid strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds20%
- Cash & Cash Equivalents3%
- Private Funds2%
Owners & executives
1 of 1
Yen Wu
Founder & CEOCRD 5393970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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