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 adviser, registered with the SEC in 2016 and organized as an LLC. The firm provides portfolio management for pooled investment vehicles and serves an institutional client base. Its fee schedule combines a percentage-of-assets component with performance-based fees. Divisar does not identify as an ESG investor, is not a multi-state adviser, and is not reported as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Steven Baughman

    Steven Baughman

    CEO, Chief Compliance OfficerCRD 5234219

Wealth teams

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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
100 Pine St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth