Myrmidon Private Capital

RIASEC Registered
Total AUM
$8.8M
Discretionary
$8.8M
100% of AUM
Avg account
$215K
Accounts
41
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
298125
Fee structure
Percentage of AUM
Client types
  • HNWI51.12%
  • Individuals48.88%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Myrmidon Private Capital is a small, owner-operated registered investment adviser organized as an LLC that focuses on portfolio management for individual, family and small business clients. The firm charges fees as a percentage of assets under management and runs discretionary strategies across client accounts. Its filings indicate a clear preference for equity exposure, relying predominantly on exchange-traded securities for core allocations. The firm is not positioned as a multi-state or institutional pension consultant, nor does it act as a capital allocator running external funds of its own. It does not identify as an active ESG investor. Advisory work centers on direct portfolio management rather than model licensing or large-scale intermediary services, suggesting a hands-on, client-facing practice built around a limited number of relationships.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Matthew Espina

    Matthew Espina

    Owner, Investment AdvisorCRD 6990748

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth