TOP MARK CAPITAL MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
319106

Firm profile

FINTRX

Overview

Top Mark Capital Management is organized as a limited liability company with individual ownership. Public records are sparse: the firm’s SEC registration year is not identified, it is classified as "unclassified" in available snapshots, and it does not report activities such as multi-state advisory services, pension consulting, or related-adviser arrangements. The firm is not listed as an active ESG investor and is not identified as a capital allocator. The primary disclosed business activity is advising private investment vehicles rather than a broad retail advisory client base.

Assets & Accounts

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

Contacts

2 of 2
  • Jason Wallace

    General PartnerCRD 7529383

  • Michael Nicoletti

    Founding General PartnerCRD 7510496

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
416 13th St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth