Propulsion Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 338744
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals72.86%
- HNWI27.14%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Propulsion Capital Management LLC is a small, owner-operated investment adviser focused on discretionary portfolio management for individuals and small businesses. The firm charges a fee based on assets under management and concentrates client portfolios on public equity exposures. Its stated client base is individual and family investors rather than institutional or pension plans. The adviser is not positioned as an active ESG investor and does not describe itself as a multi-state or related adviser, which aligns with a single-office, tightly focused operating model. Investment preference is equity-centric: exchange-traded securities make up the bulk of assets under management and drive portfolio construction and trading activity. The firm appears to run separately managed accounts or account-level structures for clients, with a relatively small overall asset base and a hands-on, owner-led approach to portfolio implementation.
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 Equities79%
- Public Funds/Mutual Funds21%
Owners & executives
1 of 1
Michael Germain
CEOCRD 6880343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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