Bache Capital Management

RIASEC Registered
Total AUM
$31.1M
Discretionary
$31.1M
100% of AUM
Avg account
$819K
Accounts
38
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
113719
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Individuals39.44%
  • HNWI33.85%
  • Corporations / Businesses26.52%
  • Charitable Organizations0.18%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Bache Capital Management is a corporate-structured, non-independent retail RIA owned by an individual. The firm serves both individual and family clients as well as institutional clients and engages in portfolio management for individuals/small businesses and for businesses or institutions. It also publishes periodicals or newsletters as part of its activities. Bache Capital Management charges clients via a mix of fee arrangements — percentage of AUM, hourly fees, fixed fees, and performance-based fees — and is affiliated with a broker-dealer. The filing designates the adviser as not a capital allocator and indicates it is not a multi-state or newly formed adviser; the SEC registration year is not provided in the snapshot.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Cash & Cash Equivalents 77%, US Government Bonds 9%, State & Local Bonds 8%, Investment Grade Corp Bonds 5%, Exchange Traded Equities 1%77%
  • Cash & Cash Equivalents77%
  • US Government Bonds9%
  • State & Local Bonds8%
  • Investment Grade Corp Bonds5%
  • Exchange Traded Equities1%

Owners & executives

1 of 1
  • Daniel Nagy

    Daniel Nagy

    President, CIOCRD 1146217

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth