PARTICIPANT CAPITAL
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 304859
- Registered since
- November 8, 2021
- Website
- www.participantcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Participant Capital is a limited liability company registered with the SEC in 2021 that operates as a real estate fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and functions as a sponsor, general partner and managing member of those vehicles rather than acting primarily as a third‑party capital allocator. Its compensation includes a percentage-of-assets-under-management fee and performance-based fees. Participant Capital is not flagged as an active ESG investor and is not registered as a multi-state adviser.
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
Owners & executives
3 of 3DANIEL KODSI
Chief Executive OfficerCRD 1830337
SERGIO MOISES
Chief Financial OfficerCRD 7152568
ARCADIA ALVAREZ
Chief Compliance OfficerCRD 2416062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 333 SE 2nd Ave
- Time zone
- ET (UTC-5)
- Office locations
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