FIN Capital

RIASEC RegisteredEst. 2022
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$56.3M
Accounts
24
Employees
23
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
298492
Registered since
July 6, 2022
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FIN Capital is a limited liability company that functions primarily as a manager and sponsor of pooled investment vehicles focused on private equity and venture capital. The firm registered with the SEC in 2022 and is structured as a fund manager rather than a pure capital allocator. Its client base is institutional, and it provides portfolio management for pooled vehicles while serving as sponsor, general partner, and managing member of those vehicles. FIN Capital reports being an active ESG investor. Compensation includes a percentage-of-AUM component plus other fee arrangements. Ownership is held by an individual.

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

1 of 1
  • Manoj Pombra

    Manoj Pombra

    Deputy Chief Compliance OfficerCRD 1993850

Contacts

2 of 2
  • Susan Liang

    CRD 5117580

  • Logan Allin

    Logan Allin

    Managing Partner, FounderCRD 5311458

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
1 Sansome St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth