Beryl Capital Management, LLC

RIASEC RegisteredEst. 2017
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$129M
Accounts
8
Employees
6
Advisory reps
2

Firm details

Headquarters
Redondo Beach, California
CRD number
269959
Registered since
April 10, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Beryl Capital Management, LLC is a privately owned hedge fund adviser formed and SEC-registered in 2017. The firm is structured as an LLC and targets institutional clients, operating primarily as an investment manager to pooled vehicles. Its regulatory/business activities list it as a CPO/CTA and as a sponsor, general partner or managing member of pooled investment vehicles. Compensation combines a percentage-of-AUM fee with performance-based fees, consistent with hedge-fund economics. The firm does not describe itself as an active ESG investor, and it does not position itself as a multi-state adviser or an outside capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Andrew Nelson

    Andrew Nelson

    Chief Financial OfficerCRD 5657501

  • David Witkin

    David Witkin

    CEOCRD 4443572

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

Redondo Beach, CA

Los Angeles

Location

Redondo Beach, CA

Headquartered in Redondo Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
225 Avenue I
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth