MINDSET CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA BARBARA, California
CRD number
308653

Firm profile

FINTRX

Overview

Mindset Capital LLC is a small private investment manager organized as a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm does not appear to operate as a traditional adviser to retail clients; instead its activity centers on running private funds — most notably hedge funds, venture capital vehicles and private equity vehicles. Mindset Capital is classified as an individual-owner firm and is not identified as a multi-state adviser, pension consultant, or an active ESG investor. The firm’s placement as sponsor and managing member suggests its business model is fund-centric: sourcing deal flow, structuring vehicles, and acting as the operating partner or manager for those funds. That role typically implies the firm collects management and potentially performance fees and retains carried interest when funds are successful.

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
  • AARON EDELHEIT

    CEO and FounderCRD 3189175

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

SANTA BARBARA, CA

SANTA BARBARA

Location

SANTA BARBARA, CA

Headquartered in SANTA BARBARA, CA, in the West of the United States.

Region
West
County
SANTA BARBARA
Address
30 W Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth