Divisar Capital Management, LLC

RIASEC RegisteredEst. 2016
Total AUM
$813M
Discretionary
$813M
100% of AUM
Avg account
$406M
Accounts
2
Employees
3
Advisory reps
1

Firm details

Headquarters
San Francisco, California
CRD number
149091
Registered since
April 4, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Divisar Capital Management, LLC is a privately owned hedge-fund manager that registered with the SEC in 2016 and operates as an LLC. Its client base is institutional, and the firm’s advisory activity is concentrated on portfolio management for pooled investment vehicles—essentially managing hedge funds. Fees are structured as a combination of a percentage of assets under management and performance-based fees. Divisar does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

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
  • Steven Baughman

    Steven Baughman

    Managing MemberCRD 5234219

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
275 Sacramento St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth