REFACTOR CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BURLINGAME, California
CRD number
308137
Registered since
March 7, 2023

Firm profile

FINTRX

Overview

Refactor Capital Management, LLC is structured as a limited liability company and is organized primarily to advise and sponsor pooled investment vehicles. The firm performs sponsor and general partner duties and acts as the managing member for its funds, with a clear emphasis on running venture capital vehicles rather than providing traditional advisory services to individual retail accounts. The firm registered with the SEC in 2023 and is owned by an individual owner; it is classified as an unclassified adviser in public filings. Refactor is not listed as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant. Refactor’s activity profile centers on fund-level management and capital formation. Its business model is built around operating multiple private funds, taking direct manager and sponsor roles, and managing investor relationships within those pooled structures rather than managing separate account relationships for households or institutions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Zal Bilimoria

    Founding PartnerCRD 6777369

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

BURLINGAME, CA

SAN MATEO

Location

BURLINGAME, CA

Headquartered in BURLINGAME, 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 MATEO
Address
330 Primrose Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth