FALCON BRIDGE CAPITAL

RIASEC RegisteredEst. 2011
Total AUM
$193M
Discretionary
$193M
100% of AUM
Avg account
$96.4M
Accounts
2
Employees
6
Advisory reps
3

Firm details

Headquarters
OAKLAND, California
CRD number
156661
Registered since
June 30, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Falcon Bridge Capital is an LLC that has been SEC-registered since 2011 and operates as an institutional manager of pooled investment vehicles. The firm’s primary business is managing securitized asset funds and providing portfolio management for those pooled vehicles; it also engages in other financial product sales activity. Its fee model combines a percentage-of-AUM charge with performance-based compensation, reflecting an active management approach and incentive alignment with investors. Investment strategy centers on using alternative strategies inside the firm’s securitized fund structures. Falcon Bridge Capital allocates to private equity, hedge funds and real estate as the core sources of return and diversification, while relying on mutual funds for liquid exposure and implementation where appropriate. The firm is not positioned as a broad capital allocator to many external managers; instead it appears to run a compact set of pooled vehicles that embed these alternative exposures. Falcon Bridge Capital does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • SUNIL CHOWDRY

    President, CEOCRD 5907091

Contacts

2 of 2
  • AGNIESZKA LINSKY

    Vice President & Portfolio ManagerCRD 5957846

  • H DROBENAIRE

    Managing MemberCRD 1569191

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

OAKLAND, CA

ALAMEDA

Location

OAKLAND, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
1999 Harrison St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth