DIGITX MANAGEMENT CO., LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
300549
Registered since
April 10, 2019

Firm profile

FINTRX

Overview

Digitx Management Co, LLC is organized as a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s regulatory profile indicates SEC registration in 2019 and it is not positioned as an active ESG investor or a multi-state adviser. Digitx’s business activity centers on managing private investment vehicles rather than running a retail advisory practice; that sponsor/GP role drives how the firm sources and structures its capital deployment. The firm’s classification in filings is unclassified and it identifies as a domestic entity with individual ownership. Its public disclosures emphasize pooled fund activity rather than separate account management or traditional wealth-management relationships.

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

Owners & executives

1 of 1
  • RICHARD DUDA

    Consulting CFO/ControllerCRD 7090936

Contacts

1 of 1
  • DAVID KIM

    Managing DirectorCRD 4314280

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
155 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth