SINGULAR MANAGEMENT COMPANY LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SARATOGA, California
CRD number
321056

Firm profile

FINTRX

Overview

Singular Management Company LLC is organized as a limited liability company and is individually owned. Public-facing information about the firm is minimal: it is flagged as “Unclassified” in the dataset, it is not identified as a multi-state adviser, and it is not listed as an active ESG investor or a capital allocator. The SEC registration year is not reported and the firm has not supplied descriptive details about its advisory or business activities in the source material. The available records show involvement with at least one private pooled vehicle rather than a traditional book of separate client accounts. That pattern, combined with the sparse disclosure, suggests the firm’s primary activity is likely concentrated on private-fund management rather than retail or broad institutional wealth-advisory services.

Assets & Accounts

Investments & Alternatives

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
  • Sorin Cismas

    Managing MemberCRD 7537382

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SARATOGA, CA

SANTA CLARA

Location

SARATOGA, CA

Headquartered in SARATOGA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
14696 Via de Marcos
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth