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
2

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 an SEC-registered investment adviser organized as an LLC in 2022 and structured as an independent RIA that also operates private equity funds. Ownership is listed as individual. The firm positions itself as a capital allocator serving institutional clients and carries out portfolio management for pooled investment vehicles and for businesses or institutions. It also acts in sponsor/GP/managing member roles for pooled vehicles it controls. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees. CFT is not identified as an active ESG investor and is not registered as a multi-state adviser. Its classification and activities indicate a focus on private fund formation and management alongside allocation to third-party alternative managers.

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%

Contacts

2 of 2
  • Carey Kim

    Founding PartnerCRD 7530069

  • WARREN WOO

    Founding PartnerCRD 1389326

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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