HERACLITUS CAPITAL MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
337873
Registered since
December 15, 2025

Firm profile

FINTRX

Overview

Heraclitus Capital Management is an owner-operated limited liability company that appears to function primarily as a venture capital manager rather than a traditional retail advisory firm. Registered with the SEC in 2025, the firm is classified as an individual-owned, unclassified adviser and is not positioned as a multi-state advisory platform, pension consultant, or capital allocator. Its public filings indicate the firm is not an active ESG investor. The business model centers on advising a single private fund rather than servicing retail or institutional advisory accounts. That structure points to a small, focused investment operation that sources and deploys capital into private-company equity rather than managing a broad slate of separately managed accounts or mutual fund strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • JAIME MONTEALEGRE

    Managing MemberCRD 1820671

  • JUAN BRICENO

    CCOCRD 6086765

  • ALEJANDRO MONTEALEGRE

    Managing MemberCRD 5372681

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
7716 Alouette Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth