Black Dragon Capital Investment Management, Inc

RIASEC RegisteredEst. 2024
Total AUM
$396M
Discretionary
$396M
100% of AUM
Avg account
$26.4M
Accounts
15
Employees
46
Advisory reps
3

Firm details

Headquarters
,
CRD number
312404
Registered since
September 10, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Black Dragon Capital Investment Management, Inc. is organized as an LLC and operates as a private equity manager that advises pooled investment vehicles for institutional clients. The firm is SEC-registered (2024) and structured to charge a combination of percentage-of-assets and performance-based fees. It functions as an adviser, sponsor and general partner/managing member of its pooled vehicles rather than acting as a capital allocator to third‑party managers. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

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

Owners & executives

2 of 2
  • Wade Boylan

    Chief Compliance OfficerCRD 5315272

  • Louis Hernandez

    Founder, Chairman & CEOCRD 7591698

Contacts

1 of 1
  • A. Ducanes

    General CounselCRD 7844096

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth