LOFTYINC CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
331805
Registered since
September 30, 2024

Firm profile

FINTRX

Overview

Loftyinc Capital is a limited liability company that registered with the SEC in 2024 and operates as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s documented activity centers on sponsoring and managing private funds rather than running traditional advisory accounts. It is listed as not being an active ESG investor and is not designated as a multi-state adviser or pension consultant. Ownership is recorded as a mix of a foreign entity and an individual, indicating cross‑jurisdictional ownership or backing. The firm’s manager role and pooled‑vehicle focus suggest hands‑on fund management responsibilities — deal sourcing, fund formation, governance and capital raising — rather than a retail wealth management model. Fee structure and detailed client segmentation are not shown, which is consistent with a small, fund-centric manager early in its SEC registration history.

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 3
  • LYDIA IDEM

    Managing DirectorCRD 6350937

  • Idris Bello

    Founding PartnerCRD 7969648

  • MARSHA WULFF

    Founding PartnerCRD 1174999

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2500 Wilcrest Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth