ACERO CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
162093
Registered since
March 27, 2012

Firm profile

FINTRX

Overview

Acero Capital is structured as a limited liability company that registered with the SEC in 2012 and is owner-operated. The firm functions as an adviser and sponsor of pooled vehicles and serves in general partner and managing-member roles for those vehicles. Public filings classify the firm as unclassified and indicate it does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • RAMI ELKHATIB

    General PartnerCRD 4015736

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Ferry Bldg
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth