Homestead Capital USA, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 281186
- Registered since
- August 31, 2015
- Website
- www.homesteadcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Homestead Capital USA, LLC is an SEC-registered investment adviser (registered in 2015) that operates as a real estate-focused fund sponsor and manager for institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and acts in roles such as sponsor, general partner, and managing member of pooled vehicles. Its fee arrangements include asset-based fees, performance-based fees, and other bespoke fee terms. Homestead is structured as a limited liability company with ownership links to both a domestic entity and individuals and is identified as a related adviser to other entities. The firm does not identify as an active ESG investor and is not organized as a multi-state or newly formed adviser.
Assets & Accounts
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
Owners & executives
3 of 3
Gabriel Santos
Co-founder & Co-CEOCRD 4916485

Daniel Little
Co-founder & Co-CEOCRD 6544311
Jeremy Menkhaus
Chief Operating Officer & Chief Compliance OfficerCRD 8063056
Contacts
2 of 2
Justin Burns
Managing DirectorCRD 7308659
Patrick Trainor
PresidentCRD 8063051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1 Embarcadero Ctr
- Time zone
- PT (UTC-8)
- Office locations
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