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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Wagner Road Capital Management, LLC
RIAMike Adams Financial Advisors, Inc.
RIAMooresville, NC
Mercantile Advisors, LLC
RIALexington Capital Management LLC
RIANew York, NY
Casi Investments
RIABaltimore, MD