CAPYBARA MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORTLAND, Oregon
CRD number
284209
Registered since
March 13, 2017

Firm profile

FINTRX

Overview

Capybara Management, LLC operates primarily as a sponsor and general partner that organizes and manages pooled investment vehicles. Since its SEC registration in 2017, the firm has focused on running private investment funds rather than managing traditional advisory retail accounts. Its structure and reported activity indicate a manager-centered model: Capybara acts as sponsor, GP and managing member for multiple pooled vehicles, concentrating capital allocation through fund vehicles rather than through individual advisory relationships. The firm is not classified as an active ESG investor and does not present itself as a multi-state advisory platform; its owner type is listed as an individual.

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

Contacts

3 of 4
  • Jonathan Maroney

    CRD 7244184

  • LYNN FLETCHER

    OperationsCRD 7244192

  • Eric Rosenfeld

    Managing MemberCRD 6766585

Unlock 1 more contacts

Wealth teams

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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

PORTLAND, OR

MULTNOMAH

Location

PORTLAND, OR

Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
MULTNOMAH
Address
760 SW 9th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth