ALLEGIS CAPITAL MANAGEMENT COMPANY LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
329653
Registered since
March 28, 2024

Firm profile

FINTRX

Overview

Allegis Capital Management Company LLC is a recently SEC-registered limited liability company (registered in 2024) organized with an individual owner. The firm functions as an adviser and sponsor of pooled investment vehicles, acting in roles such as general partner and managing member rather than as a traditional wealth manager to retail advisory accounts. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator in the source data.

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
  • RYAN PARKER

    Chief Financial OfficerCRD 4445244

Contacts

1 of 1
  • SPENCER TALL

    Managing DirectorCRD 6037788

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
200 Page Mill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth