Bache Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 113719
- Website
- www.bachecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals39.44%
- HNWI33.85%
- Corporations / Businesses26.52%
- Charitable Organizations0.18%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Bache Capital Management is a small, corporation-structured advisory firm that serves both individual/family clients and institutional accounts. Ownership is held by an individual, and the firm provides discretionary portfolio management for individuals, small businesses and institutions. It also produces periodic publications or newsletters as part of its advisory activities. Compensation arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee and performance-based structures. The firm reports an affiliation with a broker‑dealer and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents77%
- US Government Bonds9%
- State & Local Bonds8%
- Investment Grade Corp Bonds5%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Daniel Nagy
President, CIOCRD 1146217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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