Capital United, LLC
Firm details
- Headquarters
- Hillsboro, Oregon
- CRD number
- 285616
- Registered since
- April 17, 2024
- Website
- www.capunited.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Capital United, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and provides portfolio management for pooled investment vehicles. Its fee schedule combines a percentage-of-AUM charge with performance-based fees. Capital United identifies as an active ESG investor and reports allocations to third-party alternative managers rather than serving principally as a capital allocator. State registration information lists Florida, New Jersey, Oregon, Puerto Rico and Wisconsin. The firm is not labeled as a multi-state adviser in the data provided.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Hillsboro, OR
Washington
Location
Hillsboro, OR
Headquartered in Hillsboro, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 5920 Ne Ray Cir
- Time zone
- PT (UTC-8)
- Office locations
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