WADA CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$44.7M
Discretionary
$44.7M
100% of AUM
Avg account
$44.7M
Accounts
1
Employees
1
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 a small, privately held hedge fund manager that operates as a limited liability company and focuses on managing pooled investment vehicles for institutional clients. The firm charges a combination of asset-based and performance fees, consistent with an active, return-seeking hedge fund model. It is not positioned as a capital allocator or a multi-state registered adviser and does not list ESG as an active part of its process. The firm’s organizational footprint and reporting suggest a tightly concentrated operation: a single pooled hedge fund sits at the center of its business, and ownership is split among a small group of principals. That structure typically aligns incentive arrangements closely between owners and investors and supports a hands-on portfolio management approach.

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

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Recent filings

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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