MARCH CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
10
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA MONICA, California
CRD number
174123
Registered since
March 24, 2015

Firm profile

FINTRX

Overview

March Capital is a limited liability company that functions primarily as a venture capital fund sponsor and general partner. Registered with the SEC in 2015, the firm’s activity centers on managing pooled investment vehicles rather than providing traditional advisory services to retail clients. Its reported industry roles include acting as an investment adviser and sponsor, serving as a general partner, and operating as the managing member of pooled investment vehicles. The firm is not identified as an active ESG investor, is not classified as a capital allocator, and does not report multistate advisory activity. March Capital’s structure and activities position it as a manager of private funds, with the organization’s capital deployment centered on venture capital strategies. The firm’s business appears to be built around raising and operating funds on behalf of external investors (limited partners), rather than running a registered advisory practice with individual client accounts.

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

Owners & executives

1 of 1
  • DANA MORALY

    Chief Financial OfficerCRD 6047445

Contacts

3 of 9
  • SUMANT MANDAL

    Managing Partner & Co-FounderCRD 6047443

  • JAMES MONTGOMERY

    Co-Founder & Managing PartnerCRD 2830248

  • WESLEY NICHOLS

    PartnerCRD 7889685

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
725 Arizona Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth