Electra Capital

RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$363M
Accounts
4
Employees
11
Advisory reps
5

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
318664
Registered since
August 31, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth