Acumain Capital, LLC
Firm details
- Headquarters
- Pleasanton, California
- CRD number
- 336530
- Website
- www.acumaincapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Acumain Capital, LLC is an independent, individually owned advisory firm organized as a limited liability company and registered at the state level in California. The firm provides discretionary portfolio management services for both individuals/small businesses and for business or institutional clients. Its fee schedule includes a percentage-of-assets-under-management component and performance-based fees. Acumain does not identify as an active ESG investor, does not act as a capital allocator, and is not registered as a multistate adviser.
Assets & Accounts
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 1Sanjay Misra
Chief Executive OfficerCRD 8091028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pleasanton, CA
Alameda
Location
Pleasanton, CA
Headquartered in Pleasanton, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 5674 Stoneridge Dr
- Time zone
- PT (UTC-8)
- Office locations
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