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 shown as SEC-registered in 2025. Ownership is listed as a mix of a domestic entity and an individual; the firm’s public profile does not provide a clear business classification beyond "unclassified." Available records indicate the firm does not identify as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. Public disclosures give little detail about the firm’s advisory services, fee schedule, client types, or specific investment approach. That limited transparency constrains what can be said about its positioning or product focus.

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

    Founder & CEOCRD 2406329

Contacts

1 of 1
  • 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