ACUMAIN CAPITAL, LLC
Firm details
- Headquarters
- PLEASANTON, California
- CRD number
- 336530
- 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 individually owned limited liability advisory firm that provides discretionary portfolio management for both private individuals and small businesses, as well as for business and institutional clients. The firm’s business profile emphasizes direct portfolio management rather than consulting or pension services. Its stated advisory activities focus on building and managing client portfolios, and its fee approach combines a traditional percentage-of-assets model with performance-based fees, indicating a willingness to structure compensation around results for certain mandates. The firm is not identified as an active ESG investor and does not register as a multi-state or pension consultant 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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