ABSOLUTE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 121484
- Registered since
- September 22, 2003
- Website
- www.abscap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals37.09%
- Investment Companies31.22%
- HNWI29.64%
- Other1.58%
- Pension & Profit Sharing Plans0.47%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Absolute Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and in operation since 2003. The firm provides portfolio management for individuals, small businesses and investment companies and charges clients on a percentage-of-AUM basis. Its client base includes both individual and family clients as well as institutional investors. The firm does not identify as an active ESG investor and is owned by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1DENISE ALFIERI
Chief Compliance OfficerCRD 4574164
Contacts
3 of 4IROLAND GARCIA
Regional Vice PresidentCRD 1436809
RENEE GEBBEN
Strategic Projects ManagerCRD 2495861
ALEXANDER BARNED
National Sales DirectorCRD 2212865
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 138Active vs passive
$333M in ETFs
76%
$254M
8%
$79.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $13.5M | 23,476 | 4.07% |
Location
PITTSBURGH, PA
ALLEGHENY
Location
PITTSBURGH, PA
Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 101 Pennsylvania Blvd
- Time zone
- ET (UTC-5)
- Office locations
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