CFT Capital Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$3.7B
Discretionary
$1.9B
50% of AUM
Avg account
$937M
Accounts
4
Employees
13
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
319348
Registered since
May 3, 2022
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Other50.06%
  • Pooled Investment Vehicles49.94%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

CFT Capital Management, LLC is a privately held limited liability company registered with the SEC in 2022 that operates as a capital allocator and private equity fund manager. The firm serves institutional clients and provides portfolio management for pooled investment vehicles and for businesses or other institutions. It acts as sponsor/GP and managing member of pooled vehicles, suggesting a hands-on role in structuring and operating its funds. Its fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. The firm is not positioned as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Private Funds 95%, Other 3%, Exchange Traded Equities 2%95%
  • Private Funds95%
  • Other3%
  • Exchange Traded Equities2%

Owners & executives

1 of 1
  • Stella Ho

    Stella Ho

    Managing Director and Chief Financial OfficerCRD 4575261

Contacts

2 of 2
  • Carey Kim

    Carey Kim

    Founding PartnerCRD 7530069

  • Warren Woo

    Warren Woo

    Founding PartnerCRD 1389326

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
1901 Avenue Of The Stars
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth