ARCHITECT CAPITAL CORP.

RIASEC RegisteredEst. 2023
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$55.9M
Accounts
22
Employees
15
Advisory reps
5

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
315010
Registered since
May 1, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Architect Capital Corp. is organized as a corporation that operates as a private equity fund manager and manager of pooled investment vehicles. The firm is registered with the SEC (registration year 2023) and primarily serves institutional clients. Its advisory work centers on portfolio management for pooled investment vehicles, and the firm acts in sponsor/GP and managing-member roles for those vehicles. Architect Capital Corp. charges both a percentage-of-AUM fee and performance-based fees and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

Owners & executives

2 of 2
  • Wilson Chen

    CFO and CCOCRD 8178267

  • JAMES SAGAN

    Founder and Chief Executive OfficerCRD 7143140

Contacts

3 of 3
  • Stuart Sagan

    AdvisorCRD 7400589

  • JIHAN BOWES-LITTLE

    DirectorCRD 4425245

  • KERI ANISGARTEN

    ManagerCRD 4819751

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 FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
570 Pacific Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth