Biglari Capital Corp.

RIASEC RegisteredEst. 2013
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$522M
Accounts
2
Employees
4
Advisory reps
2

Firm details

Headquarters
San Antonio, Texas
CRD number
115197
Registered since
June 4, 2013
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Biglari Capital Corp. is an LLC operating as a hedge fund and registered with the SEC since 2013. The firm is individually owned and serves an institutional client base. Its advisory activity centers on portfolio management for pooled investment vehicles and it charges performance-based fees. The firm is not positioned as an active ESG investor, does not operate as a multi-state adviser, and is identified as a related adviser to other entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • Sardar Biglari

    Chairman & CEOCRD 4446157

  • Bruce Lewis

    Chief Compliance OfficerCRD 6226333

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

FINTRX

Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
19100 Ridgewood Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth