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 is organized as an LLC and operates as a venture-focused investment manager serving institutional clients. Registered with the SEC in 2021, the firm primarily runs pooled investment vehicles and functions as an adviser and sponsor — acting as GP and managing member for funds it oversees. Its compensation structure combines a management fee (percentage of assets) with performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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 3
  • Sarah Wolter

    PrincipalCRD 5795714

  • Donald Gibbins

    Co-Founder and Managing PartnerCRD 6773086

  • Gareth Jones

    Gareth Jones

    Co-FounderCRD 6778839

Wealth teams

FINTRX

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