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, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FIN Capital is a privately held investment manager organized as an LLC that positions itself primarily as a private equity and venture capital fund sponsor and manager. The firm is registered with the SEC (registered in 2022) and serves an institutional client base, running pooled investment vehicles rather than providing individual wealth management. It charges both a percentage of assets under management and performance-based fees, and it functions as sponsor, general partner and managing member of its funds. FIN Capital identifies as an active ESG investor in its allocations.

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

Contacts

3 of 3
  • Logan Allin

    Logan Allin

    Managing Partner, FounderCRD 5311458

  • Susan Liang

    Director of FinanceCRD 5117580

  • Tierney Mason

    CRD 8331565

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth