CLIMACTIC MANAGEMENT, LLC
Firm details
- Headquarters
- MILL VALLEY, California
- CRD number
- 322367
- Registered since
- August 8, 2022
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Rajil Kapoor
Co-Founder & Managing PartnerCRD 7599894
JOSH FELSER
Co-Founder & Managing PartnerCRD 6048412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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