FLYWHEEL CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
327853

Firm profile

FINTRX

Overview

Flywheel Capital Management, LLC operates as a small, individual-owned limited liability company that appears to focus its activity through private fund management rather than traditional advisory relationships. The firm is not registered as a multi-state adviser, does not identify as an active ESG investor, and is not described as a pension consultant or capital allocator. Public disclosures are limited, but the available record points to a strategy centered on managing a single venture capital vehicle rather than running a broad retail advisory platform. The limited public profile and the single-fund footprint suggest the firm’s allocation and manager-selection activity is concentrated on private-company deal sourcing, diligence and portfolio management typical of venture capital sponsors. Given the lack of retail client counts or reported advisory AUM, Flywheel appears to position itself primarily as a private fund manager rather than a traditional registered investment adviser with widespread client accounts.

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

Owners & executives

1 of 1
  • Pratap Mukherjee

    CEOCRD 7789178

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
2261 Market St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth