BUILDGROUP MANAGEMENT

RIASEC RegisteredEst. 2017
Total AUM
$294M
Discretionary
$294M
100% of AUM
Avg account
$73.6M
Accounts
4
Employees
5
Advisory reps
3

Firm details

Headquarters
AUSTIN, Texas
CRD number
289150
Registered since
September 25, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Buildgroup Management is a privately held limited liability company that operates as a private equity fund manager and sponsor of pooled investment vehicles. The adviser has been SEC-registered since 2017 and targets institutional clients through portfolio management of pooled vehicles where it commonly acts as sponsor, general partner and managing member. The firm’s business model centers on running private funds rather than serving retail individuals; it charges a combination of percentage-of-AUM fees and performance-based fees, and it does not characterize itself as an active ESG investor. Investment activity is concentrated in privately negotiated opportunities. Buildgroup Management manages a small number of concentrated funds and sponsors vehicles that pool capital from institutional owners. Its classification as a private equity fund and its advisory focus on pooled investment vehicles indicate a primary allocation to private market strategies rather than liquid public-market trading.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • JAMES CURRY

    Co-Founder & CEOCRD 2526781

  • CHRISTINA FOK

    CFO & Chief Compliance OfficerCRD 4975316

Contacts

1 of 1
  • ALBERT NAPIER

    Co-Founder & ChairmanCRD 2372322

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

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
111 Sandra Muraida Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth