FOUNDERS CIRCLE CAPITAL, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$64.3M
Accounts
26
Employees
15
Advisory reps
5

Firm details

Headquarters
CAMPBELL, California
CRD number
166012
Registered since
July 11, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Founders Circle Capital, LLC is a manager whose activity centers on venture capital and private equity through pooled investment vehicles. The firm serves institutional clients and acts as sponsor, general partner and managing member for multiple fund vehicles. Its advisory mandate is primarily portfolio management for those pooled vehicles, and its fee model combines a percentage-of-AUM charge with performance-based fees. The firm is not identified as an active ESG investor. Public equity exposure appears selective and concentrated rather than broadly diversified: the firm reports a small slate of sizable stock positions alongside a much larger program of privately offered funds. That mix—concentrated public positions plus extensive private fund activity—suggests a manager balancing direct or late-stage liquid investments against a dominant focus on illiquid venture and private equity commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • AVERY CANNON

    Chief Administrative OfficerCRD 7241696

  • MANOJ POMBRA

    Deputy Chief Compliance OfficerCRD 1993850

  • ANTHONY MATUSICH

    CFOCRD 4461085

Contacts

2 of 2
  • MICHAEL JUNG

    Co-Founder and PartnerCRD 3151624

  • KENNETH LOVELESS

    Partner, Co-FounderCRD 6176500

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CAMPBELL, CA

SANTA CLARA

Location

CAMPBELL, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
1999 S Bascom Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth