Seldon Capital LP
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 300755
- Registered since
- February 22, 2019
- Website
- www.seldon.capital
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles77.6%
- HNWI22.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Seldon Capital LP is a limited partnership that acts as a capital allocator for institutional clients. Registered with the SEC in 2019, the firm combines advisory services (financial planning and portfolio management for individuals, pooled vehicles, businesses and institutions) with sponsor/GP roles in pooled investment vehicles and CPO/CTA activities. Its fee model includes both a percentage of assets under management and performance-based fees. Seldon does not characterize itself as an ESG investor and is not a multi-state adviser; it also serves as a selector of other advisers when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents17%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Reza Shahi
Chief Operating OfficerCRD 4671395
Matthew Fong
Chief Compliance OfficerCRD 5001483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$69.3M in ETFs
99%
$68.5M
1%
$832K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $16.2M | 43,798 | 23.38% |
Location
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
- 3675 Sacramento St
- Time zone
- PT (UTC-8)
- Office locations
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