Pretiumcapital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 120244
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pretiumcapital Management, Inc. is a very small, client-facing advisory firm that runs discretionary equity-focused portfolios for individuals and small businesses. The firm charges a percentage-of-AUM fee and concentrates its investment activity in exchange-traded equities, suggesting a preference for liquid, tradable public securities — most likely ETFs and/or individual stocks. It does not position itself as an ESG-driven manager, nor does it operate as a multi-state, pension or family-office consultant. With total assets of $123K and only three clients, the firm behaves like a boutique, owner-operated adviser. Its profile indicates straightforward portfolio management rather than complex institutional advisory services. Where alternatives are used, the firm relies on third-party managers — the listed alternative categories are real estate, commodities and REITs — implying access to non-public exposures through external funds rather than direct private-investment deal sourcing.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
- Cash & Cash Equivalents1%
Contacts
1 of 1Middat Yildiz
Investment StrategyCRD 2529650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Alamut Capital
RIAToronto
Wagner Road Capital Management, LLC
RIAMike Adams Financial Advisors, Inc.
RIAMooresville, NC
Mercantile Advisors, LLC
RIACasi Investments
RIABaltimore, MD
Lexington Capital Management LLC
RIANew York, NY