VOPNE CAPITAL, LLC
Firm details
- Headquarters
- MILL VALLEY, California
- CRD number
- 171549
- Registered since
- March 27, 2018
- Website
- vopne.com
Firm profile
FINTRXOverview
Vopne Capital, LLC is an investment advisory firm organized as a limited liability company and registered with the SEC in 2018. The firm’s visible activity centers on managing a single private equity vehicle rather than building a broad retail advisory book. Public filings indicate the business is owner-operated and not positioned as a multi-state advisory platform or an ESG-focused allocator. The firm’s footprint, based on available data, appears concentrated on private, illiquid investments where the manager acts as the GP to a private equity fund. The investment approach implied by the firm’s disclosures emphasizes closed-end fund management rather than discretionary public-portfolio advisory for retail clients. That suggests a focus on sourcing, underwriting and managing private-company investments — including the typical private equity lifecycle of due diligence, active portfolio management and multi-year hold periods — rather than ongoing model-portfolio or ETF-driven wealth management for individual investors.
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
1 of 1JAMES BLOOM
Managing PartnerCRD 2091009
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILL VALLEY, CA
MARIN
Location
MILL VALLEY, CA
Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 509 Miller Ave
- Time zone
- PT (UTC-8)
- Office locations
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