NFX CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
301829
Registered since
April 3, 2019

Firm profile

FINTRX

Overview

NFX Capital Management, LLC is an SEC-registered investment adviser organized as a limited liability company and active since 2019. The firm functions primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles rather than operating as a traditional retail RIA. Its public filings mark it as an unclassified, individually owned adviser that does not position itself as an ESG investor and is not registered as a multi-state adviser. Investment activity centers on running closed-end private funds where the firm acts as GP and fund sponsor. That structure implies the firm's capital-allocation work focuses on sourcing and underwriting private-company opportunities, structuring fund economics and governance, and overseeing portfolio company value creation through board and management engagement typical of venture fund managers.

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

2 of 2
  • CHRISTOPHER TRAVERS

    Chief Operating OfficerCRD 8066784

  • MATT FOXWORTHY

    Chief Financial OfficerCRD 8245144

Contacts

3 of 3
  • Pete Flint

    General PartnerCRD 7093264

  • James Currier

    General PartnerCRD 7093268

  • DAVIS DOHERTY

    General CounselCRD 8058452

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
32 Page St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth