CLIMACTIC MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MILL VALLEY, California
CRD number
322367
Registered since
August 8, 2022

Firm profile

FINTRX

Overview

Climactic Management, LLC is an SEC-registered limited liability company (registered in 2022) owned by an individual and classified as unclassified in public filings. The firm does not present itself as a capital allocator to third-party managers, is not flagged as an active ESG investor, and is not identified as a multi-state adviser. The firm’s activity centers on sponsoring and managing pooled investment vehicles: it lists roles as sponsor, general partner, and managing member of pooled funds. That structure suggests the business model is fund-centric rather than a traditional advisory practice serving a broad retail or institutional client base.

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

Contacts

2 of 2
  • Rajil Kapoor

    Co-Founder & Managing PartnerCRD 7599894

  • JOSH FELSER

    Co-Founder & Managing PartnerCRD 6048412

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MILL VALLEY, CA

MARIN

Location

MILL VALLEY, CA

Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
35 Miller Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth