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 an SEC-registered independent RIA structured as a limited partnership and operating as a capital allocator for institutional clients. Registered in 2019, the firm combines portfolio management and advisory services with commodity pool/CTA activities and acts as sponsor/GP or managing member of pooled investment vehicles. Its advisory scope covers financial planning and portfolio management for individuals, businesses, institutions and pooled vehicles, and it also performs selection of other advisers. Compensation mixes a percentage-of-AUM model with performance-based fees. The firm does not identify as an active ESG investor and is not a multi-state adviser.
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 2REZA 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 20Active vs passive
$70.3M in ETFs
99%
$69.5M
1%
$773K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $14.1M | 43,798 | 19.99% |
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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