TEMPLUM CAPITAL
Firm details
- Headquarters
- MIAMI BEACH, Florida
- CRD number
- 340352
- Registered since
- January 12, 2026
Firm profile
FINTRXOverview
Templum Capital is organized as a limited liability company that operates primarily as a manager of private funds, with an affiliated broker-dealer relationship. The firm’s public profile shows a clear focus on private equity vehicles rather than traditional advisory relationships with retail investors. Templum is not identified as an active ESG investor and does not report a multi-state advisory footprint; its regulatory registration is listed with an effective year of 2026. The firm’s activity centers on constructing and managing pooled private capital rather than offering standalone wrap advisory accounts or broad institutional consulting. That positioning suggests its allocation and manager-selection work is driven by sourcing, diligencing and operating the firm’s own fund vehicles rather than serving a large roster of individual advisory clients.
Assets & Accounts
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
2 of 2Edward LEE
Chief Compliance OfficerCRD 4150803
Sarah Gillespie
CFOCRD 4703433
Contacts
1 of 1Scott Kalish
General CounselCRD 6719050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI BEACH, FL
MIAMI DADE
Location
MIAMI BEACH, FL
Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 2340 Collins Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ZELKOVA MANAGEMENT, LLC
Exempt Reporting AdvisorMIAMI BEACH, FL
MARKLEY CAPITAL MANAGEMENT LP
Exempt Reporting AdvisorMIAMI BEACH, FL
RIVET VENTURES MANAGEMENT, LLC
Exempt Reporting AdvisorMIAMI BEACH, FL
ASTEYA PARTNERS, LLC
Exempt Reporting AdvisorMIAMI BEACH, FL
NEW FORM CAPITAL LLC
Exempt Reporting AdvisorMIAMI BEACH, FL
R01 CAPITAL MANAGER LLC
Exempt Reporting AdvisorMIAMI BEACH, FL