Structural Capital Management Company II, LP

RIASEC RegisteredEst. 2020
Total AUM
$496M
Discretionary
$460M
93% of AUM
Avg account
$29.2M
Accounts
17
Employees
11
Advisory reps
4

Firm details

Headquarters
Menlo Park, California
CRD number
284310
Registered since
July 29, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Structural Capital Management Company II, LP is a limited partnership operating as an institutional registered investment adviser (SEC-registered in 2020) that focuses on managing pooled investment vehicles for institutional clients. The firm charges fees based on a percentage of assets under management and may also use performance-based compensation, consistent with private-fund economics. It identifies as an active ESG investor and serves in sponsor and general partner roles, acting as the managing member of pooled vehicles while also allocating to external managers.

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

Owners & executives

2 of 2
  • Carl Rizzo

    Carl Rizzo

    Chief Compliance OfficerCRD 5922265

  • Kai Tse

    Kai Tse

    Managing Partner and Chief Investment OfficerCRD 6369572

Contacts

2 of 2
  • Lawrence Gross

    Lawrence Gross

    Managing PartnerCRD 6369574

  • Jay Taylor

    Jay Taylor

    PartnerCRD 7244706

Wealth teams

FINTRX

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

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, 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 Mateo
Address
3555 Alameda De Las Pulgas
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth