Golconda Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 132603
- Website
- golcondacap.com
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI60%
- Individuals40%
- Services
- Financial PlanningPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Golconda Capital Management, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for pooled investment vehicles. The firm caters primarily to individual and family clients, employing a fee structure that includes a percentage of assets under management, hourly charges, and performance-based fees. As an independent RIA, Golconda Capital Management emphasizes a tailored approach to investment management, although it does not engage in active ESG investing.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Melissa Summitt
Managing MemberCRD 4845064
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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