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 dataset as an investment bank and placement agent rather than a discretionary asset manager. The profile shows SEC registration in 2025 and lists ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. The source does not include details on fee schedules, specific advisory activities, client segments, or deal specialties; the information present points to a focus on intermediary placement and capital markets activity rather than traditional wealth management or portfolio management.

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