Fair Park Capital Management LLC

RIASEC Registered
Total AUM
$8M
Discretionary
$7.4M
92% of AUM
Avg account
$149K
Accounts
54
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
318117
Custodians
INTERACTIVE BROKERS LLC, CAPITAL CLIENT GROUP, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI55.49%
  • Individuals44.51%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fair Park Capital Management LLC is a small, equity-focused registered investment adviser that manages portfolios for individuals and families while also operating as an insurance broker. The firm operates as an individual-owned LLC and bills clients on a percentage-of-assets basis. Its advisory mandate centers on portfolio management for individuals and small businesses plus selection of other advisers when clients require outside manager expertise. Investment activity tilts heavily toward exchange-traded exposures, with a clear preference for publicly traded equities as the primary allocation vehicle. The firm is a capital allocator in the sense that it directs client capital across public markets and external managers for alternative exposures. Fair Park does not position itself as an ESG investor, and it is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 74%, State & Local Bonds 12%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 7%74%
  • Exchange Traded Equities74%
  • State & Local Bonds12%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • Gong Yun

    Gong Yun

    CEO/OwnerCRD 6057039

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth