ACTUALIZE CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAUSALITO, California
CRD number
306446

Firm profile

FINTRX

Overview

Actualize Capital LLC operates as a small, privately held limited liability company that functions as an investment adviser under the classification "Other Investment Adviser." The firm’s activity is centered on managing a private hedge fund vehicle rather than servicing a base of retail advisory clients. It does not present itself as a multi-state adviser, an active ESG investor, a pension consultant, or a capital allocator. The adviser’s profile indicates a focused, fund-centered model: the firm’s business activity is concentrated on private fund management rather than broad-based discretionary asset management for individual households or institutional pension mandates. The adviser is not positioned as a family office and does not list family office services. Its regulatory and operational footprint is compact, and the organization structure and owner composition point to a closely held, manager-driven firm rather than a large advisory platform.

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

Owners & executives

1 of 1
  • TAL SCHWARTZ

    Founder & CEOCRD 2935759

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAUSALITO, CA

MARIN

Location

SAUSALITO, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
75 Gate 5 Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth