BALEEN CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- LAS VEGAS, Nevada
- CRD number
- 311438
- Registered since
- September 2, 2021
- Website
- baleencap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Baleen Capital Management LLC is a small, institutional-focused adviser that manages pooled investment vehicles and serves in sponsor/GP and managing member roles for those funds. The firm is structured as a limited liability company and registered with the SEC in 2021. Its advisory activity is centered on portfolio management for pooled investment vehicles, and its fee model combines a percentage-of-AUM management fee with performance-based fees, indicating an active, incentive-aligned approach to portfolio management. The firm does not report active ESG engagement. Baleen’s client base and business model point to concentrated, institution-style relationships rather than a broad retail platform: it primarily advises institutional investors through a small number of pooled vehicles and stands up and manages those vehicles directly as sponsor and general partner.
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
Contacts
1 of 1FANG LI
FounderCRD 7307083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAS VEGAS, NV
CLARK
Location
LAS VEGAS, NV
Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 10845 Griffith Peak Dr
- Time zone
- PT (UTC-8)
- Office locations
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