CONVECTIVE CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
324626
Registered since
January 9, 2023

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • WILLIAM CLERICO

    Founder & Managing PartnerCRD 5159987

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

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth