Wada Capital Management, LLC

RIASEC Registered
Total AUM
$44.7M
Discretionary
$44.7M
100% of AUM
Avg account
$44.7M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
El Cerrito, California
CRD number
143634
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wada Capital Management, LLC is structured as an LLC and operates as a hedge fund manager that serves institutional clients. The firm’s business is focused on portfolio management for pooled investment vehicles rather than direct advisory to retail households. Ownership is held by an individual and the firm charges both a percentage-of-assets management fee and performance-based fees. It is not positioned as an ESG-focused allocator, is not identified as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

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
  • Althea Jaderquist

    Chief Financial OfficerCRD 7884152

Contacts

1 of 1
  • Sakae Wada

    Managing MemberCRD 5326008

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

El Cerrito, CA

Contra Costa

Location

El Cerrito, CA

Headquartered in El Cerrito, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
11100 San Pablo Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth