RISE CAPITAL MANAGEMENT, LLC

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
170381

Firm profile

FINTRX

Overview

Rise Capital Management, LLC is an individual-owned limited liability company that functions primarily as an advisor and manager of pooled investment vehicles. The firm is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not categorized under conventional advisory classifications in the supplied data. Its registered activities include sponsoring and serving as general partner and managing member for private funds, indicating an operational focus on fund creation and hands-on fund governance rather than retail wealth management or broad advisory services.

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

2 of 2
  • THOMAS TERBELL

    PartnerCRD 6300012

  • NAZAR YASIN

    Founder and Managing PartnerCRD 5010240

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
1 Market Plz
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth