ULTRA BLUE CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN JOSE, California
CRD number
316247
Registered since
November 10, 2021

Firm profile

FINTRX

Overview

Ultra Blue Capital, LLC is a limited liability company that operates in the financial services sector, specifically as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA). Established in 2021, the firm focuses on managing investments with a particular emphasis on alternative assets. While it does not actively engage in ESG investing, Ultra Blue Capital has carved out a niche in the alternative investment space, particularly in real estate. The firm does not classify itself as a capital allocator and has not formed affiliations with other advisory firms.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Pouya Taaghol

    Chief Executive OfficerCRD 7329423

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN JOSE, CA

SANTA CLARA

Location

SAN JOSE, CA

Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
2025 Gateway Pl
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth