ACUMAIN CAPITAL, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PLEASANTON, California
CRD number
336530
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Acumain Capital, LLC is an individually owned limited liability advisory firm that provides discretionary portfolio management for both private individuals and small businesses, as well as for business and institutional clients. The firm’s business profile emphasizes direct portfolio management rather than consulting or pension services. Its stated advisory activities focus on building and managing client portfolios, and its fee approach combines a traditional percentage-of-assets model with performance-based fees, indicating a willingness to structure compensation around results for certain mandates. The firm is not identified as an active ESG investor and does not register as a multi-state or pension consultant adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Sanjay Misra

    Chief Executive OfficerCRD 8091028

Wealth teams

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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

PLEASANTON, CA

ALAMEDA

Location

PLEASANTON, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
5674 Stoneridge Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth