Blue Capay Ventures

Broker-DealerFINRA MemberEst. 2025
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
331511
Registered since
November 18, 2025

Firm profile

FINTRX

Overview

Blue Capay Ventures is organized as a limited liability company and is classified in the source data as an investment bank and placement agent. The firm is recorded as SEC-registered in 2025 and is owned by a combination of a domestic entity and an individual. The profile flags that Blue Capay Ventures is not a capital allocator and is not identified as an active ESG investor. There is very little disclosure about the firm’s day-to-day business activities, advisory services, client base, or fee arrangements. Given the placement-agent classification, the firm appears oriented toward intermediary work—raising or structuring capital on behalf of issuers or sponsors—rather than acting as a traditional discretionary asset manager. That positioning helps explain why the organization is not characterized as a capital allocator in the available data.

Assets & Accounts

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

Owners & executives

2 of 2
  • Gil Aikins

    Chief Compliance OfficerCRD 5157274

  • Sabrina Phillips

    Sabrina Phillips

    Founder & CEOCRD 2406329

Contacts

1 of 1
  • Andrew Kurian

    Andrew Kurian

    Principal & FINOPCRD 2756309

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
575 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth