Baleen Capital Management LLC

RIASEC Registered
Total AUM
$169M
Discretionary
$169M
100% of AUM
Avg account
$56.2M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
Las Vegas, Nevada
CRD number
311438
Registered since
September 2, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Baleen Capital Management LLC is a privately held limited liability company organized as a hedge fund manager that focuses on pooled investment vehicles. The firm is registered with the SEC (registered in 2021) and reports an institutional client base. Its advisory work centers on portfolio management for pooled vehicles, and it also serves in sponsor/GP and managing-member roles for those vehicles. Compensation is a combination of a percentage-of-assets fee and performance-based fees. The firm does not report active ESG investing and is not set up as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Fang Li

    Fang Li

    FounderCRD 7307083

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Las Vegas, NV

Clark

Location

Las Vegas, NV

Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
Clark
Address
10845 Griffith Peak Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth