FIGURE INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 158307
- Registered since
- April 4, 2012
- Website
- www.figure.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies74.03%
- Pooled Investment Vehicles25.97%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Figure Investment Advisors, LLC is an SEC-registered investment adviser (registered in 2012) that manages pooled investment vehicles and investment companies with an institutional client focus. The firm’s profile centers on securitized products and real estate strategies while operating as a multi-faceted fund manager rather than a traditional capital allocator. Fee arrangements combine asset-based fees with performance-linked compensation. Its advisory work is concentrated on portfolio management for investment companies and for pooled investment vehicles. The firm maintains industry roles beyond advisory services — it acts as a sponsor and general partner and is affiliated with a broker-dealer and managing-member structures for pooled vehicles. Figure Investment Advisors is not positioned as an active ESG investor, is not registered as a multi-state adviser, and does not serve as a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JASON RIVES
Chief Compliance OfficerCRD 5157829
Contacts
3 of 3MICHAEL CAGNEY
MemberCRD 5103654
DAVID STEVENS
CRD 6016738
Clark Pietromonaco
AssociateCRD 6889475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 650 California St
- Time zone
- PT (UTC-8)
- Office locations
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