FIG CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2017
Total AUM
$283M
Discretionary
$283M
100% of AUM
Avg account
$94.3M
Accounts
3
Advisory reps
2

Firm details

Headquarters
JACKSONVILLE, Florida
CRD number
290099
Registered since
October 26, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FIG Capital Management, LLC is an SEC-registered limited liability company that acts primarily as an adviser to pooled investment vehicles. Registered in 2017, the firm is classified as a real estate fund adviser and serves institutional clients. Its advisory activity centers on portfolio management for pooled vehicles rather than direct retail wealth management or pension consulting. FIG charges fees as a percentage of assets under management and may earn performance-based fees, and it does not identify as an active ESG investor or a multistate adviser. The firm's ownership structure is recorded as a combination of a domestic entity and an individual. It is not set up as a broad capital allocator; instead its business model is focused on sponsoring and managing pooled funds, including roles as sponsor, general partner, or managing member of such vehicles.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • Rachel Beck

    Chief Financial OfficerCRD 6859211

  • JOHN FINCH

    Chief Executive OfficerCRD 6049830

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JACKSONVILLE, FL

DUVAL

Location

JACKSONVILLE, FL

Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
DUVAL
Address
1000 Riverside Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth