Acumain Capital, LLC

RIAState 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 independent, individually owned advisory firm organized as a limited liability company and registered at the state level in California. The firm provides discretionary portfolio management services for both individuals/small businesses and for business or institutional clients. Its fee schedule includes a percentage-of-assets-under-management component and performance-based fees. Acumain does not identify as an active ESG investor, does not act as a capital allocator, and is not registered as a multistate adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Sanjay Misra

    Sanjay Misra

    Chief Executive OfficerCRD 8091028

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

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