ACTUALIZE CAPITAL LLC
Firm details
- Headquarters
- SAUSALITO, California
- CRD number
- 306446
- Website
- www.actualize.capital
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1TAL SCHWARTZ
Founder & CEOCRD 2935759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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