Blackbox Capital Management LLC

RIASEC Registered
Total AUM
$13.5M
Discretionary
$13.5M
100% of AUM
Avg account
$215K
Accounts
63
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
312791
Website
bbxcpm.com
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Blackbox Capital Management LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individual and family clients, including small-business owners. The firm charges a percentage of assets under management and maintains a clear preference for publicly traded equities and exchange-traded products. Its activity profile points to a straightforward, liquid-oriented approach rather than serving as a capital allocator to private funds or running a complex alternative-investment platform. The firm's structure and client mix suggest hands-on account management: modest client counts and account counts imply personalized relationships and concentrated servicing. Blackbox is not positioned as an ESG specialist, pension consultant, multi-state advisory network, or a related-adviser aggregator; its mandate centers on customized equity exposure for individuals and families on a discretionary basis.

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 95%, US Government Bonds 4%, Cash & Cash Equivalents 1%95%
  • Exchange Traded Equities95%
  • US Government Bonds4%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Stephen Galanakis

    Stephen Galanakis

    CIOCRD 7334798

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth