DIVISAR CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2016
Total AUM
$813M
Discretionary
$813M
100% of AUM
Avg account
$406M
Accounts
2
Employees
3
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
149091
Registered since
April 4, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Divisar Capital Management, LLC is an SEC-registered investment advisor organized as an LLC and classified as a hedge fund manager. The firm, formed and registered in 2016, serves institutional clients and focuses on portfolio management for pooled investment vehicles. Compensation includes both a percentage-of-assets management fee and performance-based fees. Divisar is owned by an individual, does not self-identify as an active ESG investor, and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • STEVEN BAUGHMAN

    Managing MemberCRD 5234219

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

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
275 Sacramento St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth