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
2

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 an SEC‑registered limited liability company that operates as a private fund manager focused on private equity and venture capital strategies. Formed as an LLC and owned by an individual, the firm serves institutional clients and provides portfolio management for pooled investment vehicles. It functions as sponsor, general partner and managing member of the funds it runs rather than primarily acting as a third‑party allocator. The firm reports an active ESG stance, indicating environmental, social and governance considerations are part of its stated investment posture. Its fee model includes percentage‑of‑AUM charges alongside other fee arrangements typical for pooled private funds.

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

Owners & executives

1 of 1
  • VINCENT CIRELLA

    General Counsel and Chief Compliance OfficerCRD 7348974

Contacts

1 of 1
  • 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