Virentes Capital Management LLC

RIASEC Registered
Total AUM
$5.5M
Discretionary
$5.5M
100% of AUM
Avg account
$1.8M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
335602
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Virentes Capital Management LLC is a small, privately owned investment adviser organized as a limited liability company. The firm concentrates on discretionary portfolio management for individuals and small businesses and reports a clear tilt toward equities: exchange-traded equities are its most-used asset type and the stated preference is equities exposure. The adviser charges both percentage-of-AUM fees and performance-based fees, a combination that suggests they tailor fee arrangements for higher-conviction or bespoke mandates. The firm is not an active ESG investor, does not operate across multiple states as a registered multi-state adviser, and does not act as a pension consultant. While its classification is listed as unclassified and its owner type is individual, its business activity is straightforward: managing discrete portfolios on a discretionary basis with a focus on liquid equity exposures complemented by alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Matthew Jevsevar

    FounderCRD 8058267

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth