CREDITEASE URBANITE CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
292006

Firm profile

FINTRX

Overview

Creditease Urbanite Capital, LLC is a limited liability company that operates as a small, fund-focused investment vehicle manager. Its public profile shows ownership reported as a combination of a domestic entity and an individual, and its regulatory footprint is minimal in the dataset (SEC registration year not specified). The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator or pension consultant in the available records. The firm’s documented industry roles extend beyond adviser duties: it is associated with other investment-adviser activities and holds affiliations tied to an insurance company and a real estate broker. It is also listed as a sponsor, general partner, and managing member of pooled investment vehicles, indicating direct operating roles in private fund structures rather than functioning primarily as a retail advisory or wealth-management shop.

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

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Client base

Client personas

Contacts

2 of 2
  • MARK Jorgensen

    Managing Partner & Co-FounderCRD 6899282

  • STEVEN KAY

    Managing Partner & Co-FounderCRD 2347348

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

FINTRX

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
1 Sansome St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth