ACTIO CAPITAL MANAGER, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 334372
Firm profile
FINTRXOverview
Actio Capital Manager, LLC is a limited liability company that functions primarily as a manager and sponsor of pooled investment vehicles. Its registered activities identify it as an other investment adviser and as a sponsor, general partner and managing member of one or more private pooled vehicles, and it also has a law firm affiliation that appears tied to its deal and entity structuring. The firm is not positioned as a multi-state retail adviser or a pension consultant and is not flagged as an active ESG investor; instead its footprint is concentrated in private fund management rather than providing broad-based advisory services to retail clients. The ownership and regulatory classifications are compact and narrowly focused: the entity is listed as domestically owned (Domestic Entity | Individual) and its classification is unclassified, which aligns with the firm operating as a boutique manager that runs its own pooled vehicles rather than acting as a large-cap RIA with a broad client roster. Reported business lines and affiliations indicate the team combines legal, sponsor and portfolio-management functions under the same roof, a structure commonly seen in small private-equity sponsors that handle sourcing, structuring and governance internally.
Assets & Accounts
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
Contacts
2 of 2David Diamond
Managing DirectorCRD 7558016
Joel Fineberg
Managing DirectorCRD 7558021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 5717 Legacy Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
VERIST CAPITAL MANAGEMENT
Exempt Reporting AdvisorPlano, TX
BMP II KATYDID MANAGEMENT, LLC
Exempt Reporting AdvisorPlano, TX
SUMA MONDE KAPITAL PARTNERS, LLC
Exempt Reporting AdvisorPlano, TX
CERTUM GROUP
Exempt Reporting AdvisorPlano, TX
KICKING HORSE INVESTMENT MANAGEMENT, LLC
Exempt Reporting AdvisorPlano, TX
LYDIA PARTNERS MANAGEMENT, LLC
Exempt Reporting AdvisorPlano, TX