FOUNDATIONAL CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- ONTARIO, California
- CRD number
- 327089
Firm profile
FINTRXOverview
Foundational Capital Management, LLC is a small, closely held limited liability company that operates in the pooled-products and derivatives advisory space. The firm is identified as engaging in CPO (commodity pool operator) or CTA (commodity trading advisor) activities, which places its focus on managing pooled alternative strategies rather than running a conventional retail wealth practice. The ownership base is concentrated — eight owners are reported — and the firm’s structure and reported activities point to a boutique operator serving pooled-investment vehicles and related institutional or qualified-investor channels.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Kevin Ng
ManagerCRD 7815253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ONTARIO, CA
SAN BERNARDINO
Location
ONTARIO, CA
Headquartered in ONTARIO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- SAN BERNARDINO
- Address
- 980 W 6th St
- Time zone
- PT (UTC-8)
- Office locations
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