PTX CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
333139
Registered since
October 17, 2024

Firm profile

FINTRX

Overview

PTX Capital LLC operates as a fund manager and sponsor rather than a traditional advisory firm serving retail clients. The firm serves as sponsor, general partner and managing member of pooled investment vehicles, with its primary published activity tied to venture capital funds. PTX Capital registered with the SEC in 2024 and is organized as a limited liability company under individual ownership. It does not present itself as a broad capital allocator or a multi-state registered investment adviser and it is not identified as an active ESG investor. The firm's business model centers on running private pooled vehicles where PTX Capital assumes governance and GP responsibilities. That structure suggests the team focuses on sourcing deals, structuring funds, and managing capital on behalf of fund owners rather than providing fee-for-advice retail wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MATTHEW HELLAUER

    ManagerCRD 5958689

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

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE CITY
Address
101 W Dickman St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth