Glass Capital Management LLC

RIAState Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$833K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
291447
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Glass Capital Management LLC is an independent RIA organized as a limited liability company and owned by an individual principal. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its core advisory activity is discretionary portfolio management for individuals and small businesses. The firm does not identify itself as an active ESG investor and is not reported as a multi-state adviser or pension consultant. Glass Capital operates at a very small scale, positioning itself as a boutique adviser focused on managing concentrated client relationships rather than operating as a capital allocator or multi-manager platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Owners & executives

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Contacts

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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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth