Activant Capital Group LLC

RIASEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$89.4M
Accounts
18
Employees
18
Advisory reps
3

Firm details

Headquarters
Darien, Connecticut
CRD number
173856
Registered since
July 30, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Activant Capital Group LLC is a privately held limited liability company that operates as a private equity fund manager serving institutional clients. The firm is registered with the SEC (registered in 2018) and provides portfolio management for pooled investment vehicles, acting in sponsor/GP/managing member capacities for its vehicles. Its ownership is held by an individual and its compensation model combines a percentage-of-AUM fee with performance-based fees. Activant reports that it is an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Ahamed Saleemah

    Ahamed Saleemah

    Chief Compliance OfficerCRD 5819935

  • David Corcoran

    Chief Financial OfficerCRD 8176940

Contacts

1 of 1
  • Steven Sarracino

    Steven Sarracino

    Founder & PartnerCRD 3094633

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

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
17 Old Kings Hwy S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth