Baztec Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 312365
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI93.55%
- Charitable Organizations6.07%
- Individuals0.38%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Baztec Capital Management, LLC is an independent, individually owned RIA that provides financial planning, portfolio management for individuals and small businesses, and third‑party manager selection. The firm operates as a capital allocator and also serves as sponsor, general partner, and managing member of pooled investment vehicles, indicating an active role in organizing or managing alternative funds. Fee arrangements include asset‑based fees, fixed fees, and performance‑based fees. Baztec is not identified as an active ESG investor and does not report multistate adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Non-Exchange Traded Equities24%
- Private Funds17%
- Cash & Cash Equivalents7%
- State & Local Bonds6%
Contacts
1 of 1Patrick Mulvehill
Managing PartnerCRD 5841475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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