BLACKFORD CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GRAND RAPIDS, Michigan
CRD number
298823
Registered since
April 1, 2020

Firm profile

FINTRX

Overview

Blackford Capital is a corporate-structured investment adviser that registered with the SEC in 2020 and is owned by an individual. The firm is not designated as a multi-state adviser and does not identify as an active ESG investor. FINTRX classifies the firm as "unclassified" but records show Blackford Capital functions beyond advisory-only activities: it serves as an investment adviser and sponsor and acts as a general partner and managing member of pooled investment vehicles. The snapshot information does not list a broad retail client base or a standard fee schedule; instead the firm's footprint is concentrated around managed fund vehicles and sponsor/GP roles. The dataset also indicates the firm is not categorized as a capital allocator despite documented allocations to third-party alternative managers (see Investments & Alternatives).

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 5
  • MARTIN STEIN

    PartnerCRD 4358100

  • GARRY CHARLES

    Financial ControllerCRD 8121889

  • Ricardo Lopez

    Managing DirectorCRD 7048267

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GRAND RAPIDS, MI

KENT

Location

GRAND RAPIDS, MI

Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
KENT
Address
190 Monroe Ave NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth