SMBX CAPITAL LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 323883
- Website
- www.thesmbx.com
Firm profile
FINTRXOverview
Smbx Capital LLC operates as a limited liability company focused on investment management. While specific details about their investment strategies and preferences are not extensively documented, the firm is known to engage in private equity investments. This indicates a preference for investing in private companies or buying out public companies to delist them from stock exchanges, allowing for more direct management and potential value creation.
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
Owners & executives
3 of 3Benjamin Lozano
Chief Executive Officer & Co-FounderCRD 7044468
JACKIE CHAN
Chief Operating Officer, DirectorCRD 7044464
BHAVISH BALHOTRA
Chief Technology OfficerCRD 7044466
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1667 41st Ave
- Time zone
- PT (UTC-8)
- Office locations
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