DALENA CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
337882

Firm profile

FINTRX

Overview

Dalena Capital, LLC is a limited liability company owned by an individual and classified in source records as an unclassified adviser. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator. Its regulatory registration year is not listed. The firm appears to operate primarily through pooled investment vehicles: source data lists Dalena Capital as a sponsor, general partner, and managing member of such vehicles. That profile, together with the absence of reported retail client relationships, suggests the business is structured around fund sponsorship and direct management rather than traditional advisory relationships with individual clients.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Katherine Moortgat

    Managing PartnerCRD 8135553

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

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
425 Page Mill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth