VOPNE CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MILL VALLEY, California
CRD number
171549
Registered since
March 27, 2018
Website
vopne.com

Firm profile

FINTRX

Overview

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

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
  • JAMES BLOOM

    Managing PartnerCRD 2091009

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth