BARRIER CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$136M
Discretionary
$136M
100% of AUM
Avg account
$68M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
312294
Registered since
December 8, 2021
Custodians
CITI PRIVATE BANK
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Sovereign Wealth Funds93.43%
  • Pooled Investment Vehicles6.57%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Barrier Capital Management, LLC is an SEC-registered hedge fund manager that acts as a commodity pool operator/commodity trading advisor and provides portfolio management for pooled vehicles and institutional accounts. The firm charges a mix of asset-based and performance-linked fees and reports institutional clients rather than retail households. It does not market itself as an ESG investor, is not registered as a multi-state adviser, and remains structured as a single-owner limited liability company since its 2021 registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • CHRISTOPHER KANAND

    CEOCRD 4993335

Wealth teams

FINTRX

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
595 Pacific Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth