RECAST CAPITAL
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 319767
- Website
- recastcapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2COURTNEY MCCREA
Co-Founder & Managing PartnerCRD 5991168
Sara Zulkosky
Co-Founder & Managing PartnerCRD 7525730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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