Tusker Capital, LLC

RIAState 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 California-registered limited liability company that operates as an institutional registered investment adviser at the state level. The firm positions itself as a small, fee-driven portfolio manager serving institutional clients while also providing portfolio management services for pooled vehicles, businesses, and individuals/small businesses. Its fee arrangements include a standard percentage-of-assets model alongside performance-based compensation, which aligns with management of both public sleeves and alternative fund exposures. Tusker Capital is organized under individual ownership and does not identify as an ESG-focused investor. Its advisory activities span discretionary portfolio management across multiple client types, suggesting a hybrid practice that can manage separate accounts and pooled investment structures for institutional or quasi-institutional investors.

Assets & Accounts

Public Holdings

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

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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