DALENA CAPITAL, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 337882
Firm profile
FINTRXOverview
Dalena Capital, LLC is a limited liability company owned by an individual and classified in source records as an unclassified adviser. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator. Its regulatory registration year is not listed. The firm appears to operate primarily through pooled investment vehicles: source data lists Dalena Capital as a sponsor, general partner, and managing member of such vehicles. That profile, together with the absence of reported retail client relationships, suggests the business is structured around fund sponsorship and direct management rather than traditional advisory relationships with individual clients.
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 1Katherine Moortgat
Managing PartnerCRD 8135553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 425 Page Mill Rd
- Time zone
- PT (UTC-8)
- Office locations
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