BARCA CAPITAL, LLC

RIASEC RegisteredEst. 2021
Total AUM
$439M
Discretionary
$439M
100% of AUM
Avg account
$219M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
WEST NEWTON, Massachusetts
CRD number
263786
Registered since
April 9, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Barca Capital, LLC is structured as a hedge fund manager organized as an LLC and registered with the SEC in 2021. The firm’s advisory activity is focused on portfolio management for pooled investment vehicles; it acts as sponsor, general partner and managing member of at least one pooled fund. Clients are institutional, and the firm charges both a percentage-of-AUM management fee and performance-based fees, which aligns its economic incentives with fund performance. The firm is not an ESG investor, is not registered as a multi-state adviser, and does not identify as a capital allocator. Its regulatory classification and stated activities position it as an operator of alternative investment vehicles rather than a traditional retail RIA.

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

Owners & executives

1 of 1
  • DIANNA THOMPSON

    Chief Operating Officer & Chief Compliance OfficerCRD 6623926

Contacts

1 of 1
  • RYAN FLOYD

    Founder & Portfolio ManagerCRD 3257489

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

WEST NEWTON, MA

MIDDLESEX

Location

WEST NEWTON, MA

Headquartered in WEST NEWTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
1001 Watertown St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth