Guild Capital Management

RIASEC RegisteredEst. 2022
Total AUM
$295M
Discretionary
$295M
100% of AUM
Avg account
$18.5M
Accounts
16
Employees
13
Advisory reps
3

Firm details

Headquarters
,
CRD number
307569
Registered since
May 2, 2022
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Guild Capital Management is a limited liability company that registers as an SEC adviser (2022) and operates primarily as a venture capital-focused manager for institutional clients. The firm provides portfolio management for pooled investment vehicles and serves as sponsor, general partner and managing member of those vehicles. Its owner type is listed as individual and it charges performance-based fees typical of fund managers. Guild does not position itself as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

2 of 2
  • Phillip Straub

    COOCRD 7716788

  • Harrison Quitman

    Harrison Quitman

    Chief Financial OfficerCRD 7357715

Contacts

1 of 1
  • Iain Shovlin

    Chairman and Founding PartnerCRD 7230275

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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