RECAST CAPITAL

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
319767

Firm profile

FINTRX

Overview

Recast Capital operates as a limited liability company under individual ownership and appears to be organized around pooled investment vehicles rather than a traditional retail advisory business. Public records classify the firm as unclassified and list roles that include sponsor, general partner and managing member of pooled investment vehicles. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant or a related adviser. Regulatory and fee-level details are not provided in the available snapshot; the firm’s SEC registration year is not listed. The profile suggests a manager-centered structure focused on operating private funds rather than servicing a broad base of advisory clients.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • COURTNEY MCCREA

    Co-Founder & Managing PartnerCRD 5991168

  • Sara Zulkosky

    Co-Founder & Managing PartnerCRD 7525730

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
2193 Fillmore St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth