FISHERMAN CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
140037

Firm profile

FINTRX

Overview

Fisherman Capital Management, LLC operates as a limited liability company focused on investment management. The firm does not classify itself under any specific category and does not appear to engage in capital allocation activities. It is not an active ESG investor, nor does it serve as a pension consultant. The firm has not disclosed any specific client base or fee structure, which limits insight into its operational framework.

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

2 of 2
  • WILLIAM FINNEY

    MemberCRD 6057675

  • MARSHALL FINNEY

    Managing MemberCRD 2696877

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
167 Payne St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth