72capital, LLC
RIAState Registered
Total AUM
$11.6M
Discretionary
$11.6M
100% of AUM
Avg account
$5.8M
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335758
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
72capital, LLC is an independent, Texas-based limited liability company owned by an individual adviser. The firm provides discretionary portfolio management for individuals, small businesses, and business or institutional clients. Its compensation combines a percentage-of-assets-under-management fee with the possibility of performance-based fees. The firm does not identify as an active ESG investor and is not structured as a capital allocator.
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 Equities77%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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