Firethorn Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 127698
- Website
- firethorncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI68.33%
- Pooled Investment Vehicles22.8%
- Individuals8.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Firethorn Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. It serves both individual/family clients and institutional investors, offering financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. The firm charges a mix of fee types — percentage of AUM, hourly and fixed fees, and it can also collect performance-based fees. Firethorn does not identify as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Cash & Cash Equivalents17%
- Public Funds/Mutual Funds6%
Contacts
2 of 2Timothy Ozanne
General PartnerCRD 4407270
Brant Root
Portfolio ManagerCRD 2178282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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