TOBA CAPITAL FUND I SERIES

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
IRVINE, California
CRD number
169815
Registered since
January 13, 2014

Firm profile

FINTRX

Overview

Toba Capital Fund I Series is organized as a domestic pooled investment vehicle and an SEC-registered entity since 2014. The vehicle is classified outside standard RIA categories and is not identified as a capital allocator. It does not report active ESG investing and is not flagged as a multi-state or newly formed adviser. The firm functions principally as a sponsor and manager of pooled vehicles and acts in GP and managing-member capacities for its funds.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
17595 Harvard Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth