PAUL CAPITAL

RIASEC RegisteredEst. 2002
Total AUM
$521M
Discretionary
$521M
100% of AUM
Avg account
$74.4M
Accounts
7
Employees
9
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
121168
Registered since
November 15, 2002
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

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Overview

Paul Capital operates as a private equity-focused investment firm that advises pooled investment vehicles and selects other advisers for institutional clients. The firm is organized as a corporation and has been SEC-registered since 2002. Its advisory activity centers on managing private funds and acting in sponsor/GP or managing-member roles for those vehicles, with fee arrangements that include percentage-of-AUM and performance-based components. Paul Capital does not position itself as an ESG-driven allocator and its client base is primarily institutional. Investment activity is concentrated in private equity and venture capital strategies. The firm runs multiple private funds and also engages third-party alternative managers to build out venture and private equity exposures when appropriate. Its role typically emphasizes fund-level management and adviser selection rather than direct retail portfolio management.

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

1 of 1
  • RANDALL SCHWED

    Chief Executive Officer, Chief Financial OfficerCRD 2115904

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

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
2269 Chestnut St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth