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, Other
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Capital United, LLC is a privately owned limited liability company that registered with the SEC in 2024. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles, which indicates its clients are organized investment vehicles rather than traditional individual retail accounts. Fee arrangements include a percentage-of-AUM component and other fee structures. The firm identifies as an active ESG investor, which suggests environmental, social, and governance factors are incorporated into its manager selection or portfolio construction. Capital United is not listed as a capital allocator or pension consultant and is classified as unclassified in the available data.
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
Owners & executives
3 of 3Tiffany Winkles
Chief Financial OfficerCRD 6726280
Brian Fuller
CEOCRD 6577397
Thomas Martin
COOCRD 8046676
Contacts
3 of 3BRENNAN SIM
Senior Vice PresidentCRD 6188818
Bradford Stedem
President & PartnerCRD 6577437
Andrew Childs
CRD 8195730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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