WORKING CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
314887
Registered since
June 16, 2021

Firm profile

FINTRX

Overview

Working Capital is a privately held limited liability company that operates as an adviser and sponsor of pooled investment vehicles, with a primary focus on venture capital activity. Registered with the SEC in 2021, the firm serves as a general partner and managing member for funds it organizes rather than operating as a traditional advisory practice with retail client accounts. Its regulatory profile lists it as unclassified and not a multi-state adviser; it is not identified as an active ESG investor and is not described as a capital allocator in the available data. The firm’s business activity centers on fund formation and GP-level responsibilities: sourcing deals, structuring pooled vehicles and carrying out active management for the funds it sponsors. Owner structure is a mix of a domestic entity and individuals, suggesting closely held governance and capital commitments coming from a limited group of principals and investors.

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

Contacts

3 of 3
  • Edmund Marcum

    Managing PartnerCRD 7223596

  • Dan Viederman

    Managing PartnerCRD 7224082

  • Paarul Dudeja

    Managing PartnerCRD 7224307

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1200 17th St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth