PAIR CAPITAL WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 284683
- Fee structure
- Percentage of AUM, Subscription Fees, Performance Based Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pair Capital Wealth Management, LLC is an individually owned limited liability company focused on portfolio management for individuals and small businesses. The firm uses a mix of fee models — percentage of assets under management, subscription fees and performance-based fees — which suggests flexibility in how it charges clients and an ability to run both traditional AUM accounts and alternative billing arrangements. Pair Capital does not identify as an active ESG investor, it is not registered as a multi-state adviser, and it is not classed as a capital allocator. The firm reports use of third‑party external managers for commodity exposure, indicating a willingness to supplement core equity and fixed-income allocations with targeted alternative strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1DANIEL WU
Wealth AdvisorCRD 2651056
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 2844 Ulloa St
- Time zone
- PT (UTC-8)
- Office locations
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