Siddhi Capital, LLC

RIASEC RegisteredEst. 2023
Total AUM
$304M
Discretionary
$304M
100% of AUM
Avg account
$27.6M
Accounts
11
Employees
13
Advisory reps
5

Firm details

Headquarters
Meridian, Idaho
CRD number
314493
Registered since
August 1, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Siddhi Capital, LLC is a limited liability company that registers with the SEC (registration year 2023) and operates as a multifaceted fund manager focused on private equity and venture capital strategies. The firm serves institutional clients and combines percent-of-AUM and performance-based fee arrangements. Its regulatory filings list advisory activity as portfolio management for pooled investment vehicles, and it functions as a sponsor/GP/managing member of those pooled vehicles rather than as a third-party capital allocator. Siddhi Capital is not characterized as an active ESG investor, does not operate as a multi-state adviser, and does not provide pension consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Monica Blanco

    Chief Compliance OfficerCRD 7190125

  • Amy Salerno

    Amy Salerno

    Partner, CFOCRD 2934700

Contacts

3 of 3
  • Steven Finn

    Steven Finn

    Co-Founder & Co-Managing PartnerCRD 7375110

  • Melissa Facchina

    Melissa Facchina

    Co-Founder & Co-Managing PartnerCRD 7375111

  • Brian Finn

    Brian Finn

    ChairmanCRD 2044258

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

Meridian, ID

Ada

Location

Meridian, ID

Headquartered in Meridian, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
Ada
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth