DIPSEA CAPITAL, LLC

RIASEC RegisteredEst. 2023
Total AUM
$58.3M
Discretionary
$58.3M
100% of AUM
Avg account
$14.6M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
MILL VALLEY, California
CRD number
257787
Registered since
August 1, 2023
Custodians
APEX CLEARING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.87%
  • Other1.13%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Dipsea Capital, LLC is organized as an LLC and operates as a hedge fund manager that provides portfolio management for pooled investment vehicles and for individuals/small businesses. The firm is registered with the SEC (registered year 2023) and reports an institutional client base while also offering direct portfolio management services. Its fee model combines a percentage-of-AUM charge with performance-based fees. Dipsea serves as a sponsor/GP/managing member for pooled vehicles and is not positioned as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Derivatives 14%, Cash & Cash Equivalents 4%82%
  • Exchange Traded Equities82%
  • Derivatives14%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • CHRISTOPHER ANTONIO

    CIO & Portfolio ManagerCRD 2421706

Contacts

1 of 1
  • DONALD ABRAMSON

    TraderCRD 2324362

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

MILL VALLEY, CA

MARIN

Location

MILL VALLEY, CA

Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
591 Redwood Hwy Frontage Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth