ALMAZ CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORTOLA VALLEY, California
CRD number
171092
Registered since
March 31, 2014

Firm profile

FINTRX

Overview

Almaz Capital is a corporate investment manager that registers with the SEC and operates primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s public profile centers on advising private funds rather than maintaining a traditional retail advisory book: its activities emphasize fund formation, governance and manager oversight more than servicing individual advisory accounts. Almaz Capital does not describe itself as an active ESG investor and is not listed as a multi-state adviser. The firm appears structured to run closed-end private vehicles, with a focus on venture-style investments and other privately held strategies.

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

Contacts

2 of 2
  • GEOFFREY BAEHR

    General PartnerCRD 6131905

  • CHARLES RYAN

    General PartnerCRD 5055255

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTOLA VALLEY, CA

SAN MATEO

Location

PORTOLA VALLEY, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
3130 Alpine Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth