Bache Capital Management

RIAState Registered

Total AUM

$31.1M

Discretionary

$31.1M

100% of AUM

Avg account

$819K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 113719
Website: www.bachecapital.com
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 California-based, privately owned corporate advisory firm that operates as a non-independent retail RIA and is state-registered in California. Its client mix includes individuals and families as well as institutional clients. Services center on discretionary portfolio management for individuals, small businesses and institutions, and the firm also publishes periodic newsletters or market commentary. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. The firm is affiliated with a broker-dealer and does not identify as an active ESG investor.