BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL

RIASEC RegisteredEst. 2019
Total AUM
$427M
Discretionary
$0
0% of AUM
Avg account
$213M
Accounts
2
Employees
6
Advisory reps
3

Firm details

Headquarters
Washington, District of Columbia
CRD number
291948
Registered since
May 28, 2019
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Like An Orange Sustainable Capital is an LLC that operates as a private equity fund manager and sponsor of pooled investment vehicles. The firm is SEC-registered (since 2019) and reports a client base made up of institutional investors. Its stated business activities include acting as a sponsor, general partner, or managing member of pooled vehicles and it is also identified as a CPO/CTA. Advisory services center on portfolio management for pooled investment vehicles rather than discretionary separate-account management. The firm charges a mix of percentage-of-AUM and fixed fees and identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • EMMANUELLE YANNAKIS

    Managing Partner, FounderCRD 6921367

  • BERTRAND BADRE

    Managing Partner, FounderCRD 6921372

  • RASHAD KALDANY

    Managing Partner and FounderCRD 6921373

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1011 17th St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth