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 corporate-structured, non-independent retail RIA owned by an individual. The firm serves both individual and family clients as well as institutional clients and engages in portfolio management for individuals/small businesses and for businesses or institutions. It also publishes periodicals or newsletters as part of its activities. Bache Capital Management charges clients via a mix of fee arrangements — percentage of AUM, hourly fees, fixed fees, and performance-based fees — and is affiliated with a broker-dealer. The filing designates the adviser as not a capital allocator and indicates it is not a multi-state or newly formed adviser; the SEC registration year is not provided in the snapshot.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
Similar firms
Acara Capital Management, LLC
RIAMCA Cross Border Advisors Inc.
RIAMontreal
VIM Wealth Management, LLC
RIACoral Gables, FL
Skihawk Capital Partners, LLC
RIAColorado Springs, CO
Altos Financial Management, LLC
RIASan Jose, CA
Nathan G. Hanna, LLC
RIAPalm Harbor, FL