Firestorm Capital

RIASEC Registered
Total AUM
$9M
Discretionary
$9M
100% of AUM
Avg account
$1.5M
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
155732
Fee structure
Subscription Fees, Other
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Firestorm Capital operates as a limited liability company focused on providing investment management services primarily for individuals and families. The firm engages in portfolio management and also publishes periodicals or newsletters, catering to a niche client base. Firestorm Capital does not classify itself as a capital allocator and is not recognized as an active ESG investor. The firm’s advisory activities are tailored to meet the needs of small businesses and individual clients, reflecting a personalized approach to wealth management.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Non-Exchange Traded Equities 40%, Cash & Cash Equivalents 30%, Exchange Traded Equities 20%, US Government Bonds 8%, Derivatives 2%40%
  • Non-Exchange Traded Equities40%
  • Cash & Cash Equivalents30%
  • Exchange Traded Equities20%
  • US Government Bonds8%
  • Derivatives2%

Owners & executives

1 of 1
  • Eric Swergold

    Managing Member and Chief Investment OfficerCRD 4636228

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth