CONVECTIVE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 324626
- Registered since
- January 9, 2023
Firm profile
FINTRXOverview
Convective Capital Management, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2023. The firm is individually owned and is classified in filings as unclassified. The adviser does not describe itself as a capital allocator, is not registered as a multi-state adviser, and is not identified as an active ESG investor. The firm serves primarily as a sponsor and general partner, acting as the managing member of pooled investment vehicles. That affiliation indicates the business model centers on creating and operating private investment funds rather than delivering broad retail advisory services.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1WILLIAM CLERICO
Founder & Managing PartnerCRD 5159987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 655 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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