TOP MARK CAPITAL MANAGEMENT
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 319106
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Jason Wallace
General PartnerCRD 7529383
Michael Nicoletti
Founding General PartnerCRD 7510496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
SWVP FUND XXI GP LLC
Exempt Reporting AdvisorSAN DIEGO, CA
WILLSTAR8PLUS LLC
Exempt Reporting AdvisorSAN DIEGO, CA
CITY HILL VENTURES, LLC
Exempt Reporting AdvisorSAN DIEGO, CA
JEI INVESTMENT MANAGEMENT, LLC
Exempt Reporting AdvisorSAN DIEGO, CA
SILVER CANYON GROUP
Exempt Reporting AdvisorSAN DIEGO, CA
HGS PARTNERS
Exempt Reporting AdvisorSAN DIEGO, CA