Off The Chain Capital, LLC

RIASEC RegisteredEst. 2021
Total AUM
$321M
Discretionary
$321M
100% of AUM
Avg account
$160M
Accounts
2
Employees
5
Advisory reps
4

Firm details

Headquarters
,
CRD number
309867
Registered since
March 15, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Off The Chain Capital, LLC is an SEC‑registered hedge fund adviser organized as a limited liability company and registered in 2021. The firm is owned by an individual and targets institutional clients, providing portfolio management for pooled investment vehicles. It typically charges a combination of asset‑based fees and performance‑linked fees consistent with hedge fund economics. Off The Chain Capital also acts as sponsor, general partner and managing member of the pooled vehicles it runs, and it does not position itself as an ESG‑focused or multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Tom Siegel

    Tom Siegel

    Chief Investment Officer & Managing PartnerCRD 7126454

  • Brian Estes

    Brian Estes

    Chief Investment OfficerCRD 2144447

  • Allison Fraser

    Chief Compliance OfficerCRD 2258455

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth