SPITFIRE CAPITAL LLC

RIASEC RegisteredEst. 2013
Total AUM
$87M
Discretionary
$87M
100% of AUM
Avg account
$29M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
SAN RAFAEL, California
CRD number
143766
Registered since
July 12, 2013
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles53.67%
  • Corporations / Businesses46.33%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Spitfire Capital LLC operates as a small, institutionally focused hedge fund manager that runs pooled investment vehicles and provides portfolio management to institutional clients. The firm charges a combination of asset-based fees and performance fees and is registered to act as a commodity pool operator/commodity trading advisor, which signals an ability to trade futures or other derivative instruments alongside more conventional strategies. Its registration in 2013 and single-owner structure point to a boutique operator that manages a concentrated set of institutional relationships rather than a broad retail client base. Investment activity centers on active equity exposure via separately managed accounts and a firm-advised hedge fund. The firm lists equities as its primary preference and shows a material allocation to exchange-traded instruments. At the same time, Spitfire maintains affiliations that position it as sponsor/GP/managing member of pooled vehicles, so capital is routed through internally managed funds as well as direct institutional accounts. Spitfire is not an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • PATRICK RYAN

    CFO & COOCRD 4920507

Contacts

1 of 1
  • JULIAN ALLEN

    Managing PartnerCRD 4374011

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN RAFAEL, CA

MARIN

Location

SAN RAFAEL, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
835 5th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth