Electra Capital
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 318664
- Registered since
- August 31, 2022
- Website
- www.electracapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Electra Capital is a limited liability company that registered with the SEC in 2022 and operates as an institutional registered investment adviser serving institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles, and it takes sponsor and general partner roles — acting as managing member of pooled vehicles it advises. Electra Capital charges both a percentage-of-assets fee and performance-based fees, and it does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Joseph Lubeck
CEOCRD 7544428

Samuel Greenblatt
President, CEOCRD 2690077

Roger Geib
Chief Financial OfficerCRD 7536729
Contacts
3 of 3Myles Blechner
Managing DirectorCRD 2709013

James Miller
Member / OwnerCRD 7609829

Joseph Gugluizza
Managing DirectorCRD 6744355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1001 Conshohocken State Rd
- Time zone
- ET (UTC-5)
- Office locations
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