BLUMBERG CAPITAL, L.L.C.

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SUNNY ISLES BEACH, Florida
CRD number
163230
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Blumberg Capital, L.L.C. operates primarily as a venture capital manager and sponsor of pooled investment vehicles. The firm functions as a general partner and managing member across multiple private funds, concentrating its activity on deploying capital into privately held companies through fund structures rather than providing retail advisory services. Blumberg Capital is SEC-registered (since 2012) as a limited liability company. It is not flagged as an active ESG investor, is not classified as a pension consultant, and is not listed as a multi-state adviser in the snapshot data. As a fund-focused manager, the firm’s allocation emphasis is on venture capital as an alternative asset class. Its regulatory and business activity labels identify it as an investment adviser and sponsor that serves as GP and managing member of pooled investment vehicles, indicating a hands-on role in structuring, managing and executing fund-level investment programs.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • STEVEN GILLAN

    Chief Operating Officer & Chief Financial OfficerCRD 5739056

Contacts

2 of 2
  • DAVID BLUMBERG

    Founder & Managing PartnerCRD 4096170

  • BRUCE TARAGIN

    Managing DirectorCRD 4096207

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SUNNY ISLES BEACH, FL

MIAMI DADE

Location

SUNNY ISLES BEACH, FL

Headquartered in SUNNY ISLES BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
16690 Collins Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth