DEEPWORK CAPITAL, LLC

RIASEC RegisteredEst. 2023
Total AUM
$300M
Discretionary
$82.8M
28% of AUM
Avg account
$33.4M
Accounts
9
Employees
8
Advisory reps
3

Firm details

Headquarters
ORLANDO, Florida
CRD number
314673
Registered since
April 18, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Deepwork Capital, LLC is an SEC-registered (2023) limited liability company that operates as a venture capital manager for institutional investors. The firm focuses on managing pooled investment vehicles, serving as adviser, sponsor and general partner/managing member for those vehicles. Its compensation structure combines a percentage-of-assets management fee with performance-based fees. Deepwork does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

3 of 3
  • Mitchel Laskey

    Managing PartnerCRD 7370012

  • I-Ting Chiu

    Managing PartnerCRD 7370014

  • Benjamin Patz

    Managing PartnerCRD 7370006

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ORLANDO, FL

ORANGE

Location

ORLANDO, FL

Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
1000 Legion Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth