Figa Capital Management LLC

RIASEC Registered
Total AUM
$33M
Discretionary
$0
0% of AUM
Avg account
$16.5M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
326589
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI99.88%
  • Individuals0.12%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Figa Capital Management LLC is an independently owned registered investment adviser serving individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees. Filings indicate the adviser does not present itself as an active ESG investor, is not a pension consultant, and is not positioned as a multi-state or related adviser. Investment activity is oriented toward a fixed-income bias: the largest share of assets sits in investment-grade corporate bonds. The firm also accesses third-party managers for alternative strategies and uses mutual funds as part of its investable toolkit.

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

Asset composition

Asset composition: Investment Grade Corp Bonds 83%, Non-Investment Grade Corp Bonds 14%, US Government Bonds 2%, Exchange Traded Equities 1%83%
  • Investment Grade Corp Bonds83%
  • Non-Investment Grade Corp Bonds14%
  • US Government Bonds2%
  • Exchange Traded Equities1%

Owners & executives

1 of 1
  • Mauricio Pinto De Magalhaes

    CIO & CCOCRD 1975858

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

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth