ELECTRA CAPITAL

RIASEC RegisteredEst. 2022
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$363M
Accounts
4
Employees
11
Advisory reps
6

Firm details

Headquarters
CONSHOHOCKEN, Pennsylvania
CRD number
318664
Registered since
August 31, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Electra Capital is a limited liability company that registered with the SEC in 2022 and operates with an institutional client focus. The firm provides portfolio management for pooled investment vehicles and functions in sponsor and general partner roles, acting as managing member of pooled structures it sponsors. Its ownership is listed as a mix of a domestic entity and individual ownership. Compensation is a combination of a percentage-of-AUM management fee and performance-based fees, consistent with manager-led pooled funds. Electra Capital does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

3 of 3
  • SAMUEL GREENBLATT

    President, CEOCRD 2690077

  • ROGER GEIB

    Chief Financial OfficerCRD 7536729

  • JOSEPH LUBECK

    CEOCRD 7544428

Contacts

3 of 3
  • Joseph Gugluizza

    Managing DirectorCRD 6744355

  • James Miller

    Member / OwnerCRD 7609829

  • MYLES BLECHNER

    Managing DirectorCRD 2709013

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

CONSHOHOCKEN, PA

MONTGOMERY

Location

CONSHOHOCKEN, PA

Headquartered in CONSHOHOCKEN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
1001 Conshohocken State Rd
Time zone
ET (UTC-5)
Office locations

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