TUSKER CAPITAL, LLC

RIASEC Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$500K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
MANHATTAN BEACH, California
CRD number
158300
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tusker Capital, LLC is a small, privately held limited liability company that provides portfolio management to institutional clients as well as individuals, small businesses and pooled investment vehicles. The firm’s advisory scope includes discretionary management for individuals/small businesses, pooled vehicles and business or institutional accounts. Its fee arrangements combine a percentage-of-AUM structure with performance-based fees. Tusker Capital is not registered as a multi-state adviser, does not identify as an active ESG investor, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Cash & Cash Equivalents 20%, US Government Bonds 10%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents20%
  • US Government Bonds10%

Owners & executives

1 of 1
  • ANURAAG SHAH

    Chief Investment Officer/Portfolio ManagerCRD 5990407

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

FINTRX

Location

Primary office

MANHATTAN BEACH, CA

LOS ANGELES

Location

MANHATTAN BEACH, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
217 36th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth