WEATHERFORD CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2020
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$49.8M
Accounts
21
Employees
14
Advisory reps
4

Firm details

Headquarters
TAMPA, Florida
CRD number
304514
Registered since
July 22, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Weatherford Capital Management is an SEC‑registered investment manager organized as an LLC and operating as a private equity fund adviser. The firm focuses on advising pooled investment vehicles and positions itself to serve institutional investors rather than retail households. It charges a combination of asset‑based management fees and performance‑linked fees, and it reports using ESG considerations in its investment approach. The firm also fills sponsor and principal roles for pooled vehicles: it acts as a general partner/managing member and has CPO/CTA sponsorship affiliations for structured pooled products. Weatherford Capital Management is an individually owned adviser that began SEC registration in 2020 and does not represent itself as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 4
  • William Weatherford

    Managing PartnerCRD 6876626

  • AMIR SALARI

    Vice PresidentCRD 4928890

  • Andrew Weatherford

    Founding PartnerCRD 6876624

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Wealth teams

FINTRX

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

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
1001 Water St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth