MHS CAPITAL MANAGEMENT III, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
308886
Registered since
April 22, 2020

Firm profile

FINTRX

Overview

MHS Capital Management III, LLC is a limited liability company that registered with the SEC in 2020 and operates primarily as an adviser to private pooled investment vehicles. The firm functions as sponsor, general partner and managing member of those vehicles, with its activity concentrated in private fund management rather than retail advisory relationships. Classification and owner-type records list the firm as unclassified with an individual owner, and it does not present itself as a capital allocator or an active ESG investor. Its regulatory profile indicates a narrow, fund-focused business rather than multi-state or mass-market advisory operations.

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

2 of 2
  • SUGARMAN MARK

    Founding General PartnerCRD 6049247

  • Vijay Nagappan

    PartnerCRD 8243574

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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
3522 Clay St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth