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
3

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 operates as a venture capital manager that runs pooled investment vehicles for institutional investors. The firm functions primarily as an adviser and sponsor — serving as general partner and managing member of its funds — and structures its business around portfolio management for pooled investment vehicles rather than individual retail accounts. Fee terms combine a percentage-of-AUM charge with performance-based fees, reflecting a classic VC compensation model that aligns manager incentives with fund-level returns. Although the firm is SEC-registered since 2021, it has built a concentrated platform: nearly all reported assets sit in venture capital vehicles. The adviser does not position itself as an active ESG investor. Its client base is institutional, with capital committed to externally managed and internally sponsored private funds focused on growth-stage and early-stage opportunities consistent with venture strategies.

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

Contacts

3 of 3
  • SARAH WOLTER

    PrincipalCRD 5795714

  • DONALD GIBBINS

    Co-Founder and Managing PartnerCRD 6773086

  • Gareth Jones

    Co-FounderCRD 6778839

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth