FC CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$230M
Accounts
7
Employees
19
Advisory reps
3

Firm details

Headquarters
Charlotte, North Carolina
CRD number
161220
Registered since
March 19, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FC Capital Management LLC is organized as an LLC and operates as a private equity manager and sponsor. The firm is SEC-registered (since 2012) and serves institutional clients, advising and running pooled investment vehicles. Its stated activities include acting as sponsor, general partner and managing member of those vehicles rather than functioning as a multi-state retail adviser or a pension consultant. Ownership is listed as a mix of a foreign entity and an individual. The firm does not identify as an active ESG investor. Fee arrangements combine a percentage of assets under management with performance-based fees, consistent with private equity compensation structures. The adviser is not classified as a capital allocator in the sense of a fund-of-funds operator; its role centers on portfolio management for private pooled funds.

Assets & Accounts

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
  • LORI SHELL

    Chief Financial Officer & Chief Compliance OfficerCRD 6023410

Contacts

2 of 2
  • RICHARD MACLEAN

    Co-Founder and PartnerCRD 6023394

  • ANDREW LINDNER

    PartnerCRD 2068880

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

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
525 N Tryon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth