QUESTA CAPITAL MANAGEMENT, L.L.C.

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
286038
Registered since
December 21, 2016

Firm profile

FINTRX

Overview

Questa Capital Management, L.L.C. is a limited liability company that registered with the SEC in 2016 and is owned by an individual. The firm operates as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional advisory platform for retail accounts. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

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

Owners & executives

1 of 1
  • SHAWN CONWAY

    COO & Managing PartnerCRD 5197661

Contacts

2 of 2
  • RYAN DRANT

    Founder & Managing PartnerCRD 2519836

  • HUGH SLOAN

    Managing PartnerCRD 2877386

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
501 2nd St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth