ANACAPA CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
169160
Registered since
November 12, 2013

Firm profile

FINTRX

Overview

Anacapa Capital Management LLC is an investment adviser organized as a limited liability company and registered with the SEC in 2013. The firm operates primarily as a sponsor and general partner, serving as the managing member of pooled investment vehicles rather than acting as a traditional retail advisor. Its activity centers on private fund management, with venture capital identified as the dominant strategy. The firm is structured under individual ownership and is not identified as an active ESG investor, a multi-state adviser, or a pension consultant. Given its role as sponsor and GP, Anacapa Capital’s day-to-day work is focused on fund formation, deal sourcing, due diligence, and portfolio oversight for its pooled vehicles. That placement in the value chain implies the firm is oriented toward institutional-style fund relationships with limited partners rather than household advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JEFFREY STEVENS

    Managing DirectorCRD 6255868

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, 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
160 Bovet Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth