SERIES X CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
335150
Registered since
March 20, 2025

Firm profile

FINTRX

Overview

Series X Capital operates as a sponsor and general partner that organizes and manages pooled investment vehicles, with its primary activity centered on venture capital fund management. The firm takes a fund-manager role rather than providing traditional advisory relationships: it structures vehicles, sources deal flow, performs due diligence and runs portfolio oversight as the managing member of its funds. Series X Capital is not positioned as an ESG-focused allocator and does not report multi-state advisory activity; its regulatory record shows SEC registration in 2025. The firm’s public profile indicates corporate limited liability status and an emphasis on private fund formation and management rather than retail or institutional advisory services. That operating model points to revenue and resource allocation focused on fund-level investment sourcing, LP relations and portfolio company monitoring rather than client-facing wealth management or discretionary public-asset mandates.

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

1 of 1
  • GIDEON YU

    Managing MemberCRD 8048190

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
601 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth