Fintech Collective Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$801M
Discretionary
$801M
100% of AUM
Avg account
$53.4M
Accounts
15
Employees
16
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
288031
Registered since
June 14, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fintech Collective Management LLC is an SEC-registered limited liability company formed to operate as a venture capital fund manager. The firm provides portfolio management for pooled investment vehicles and targets institutional clients. Its compensation combines an asset-based fee with performance-based fees. Filings identify the firm as a sponsor, general partner and managing member of pooled investment vehicles rather than a traditional asset allocator, and it does not describe itself as an ESG-focused or multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Donald Gibbins

    Co-Founder and Managing PartnerCRD 6773086

  • Gareth Jones

    Gareth Jones

    Co-FounderCRD 6778839

  • Sarah Wolter

    PrincipalCRD 5795714

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Wealth teams

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
200 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth