FCP

RIASEC RegisteredEst. 2012

Total AUM

$3.5B

Discretionary

$2.9B

85% of AUM

Avg account

$268M

Accounts

13

Employees

75

Advisory reps

7

Firm details

Headquarters: Chevy Chase, Maryland
CRD number: 161468
Registered since: March 30, 2012
Website: fcpdc.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles84.64%
State / Municipal Government14.48%
Corporations / Businesses0.88%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FCP is a limited liability company that manages pooled real estate investment vehicles for institutional clients. The firm is registered with the SEC (since 2012) and is organized to operate as an adviser and sponsor/GP or managing member of pooled investment vehicles. Its business model centers on portfolio management for those pooled vehicles rather than acting as a multi-strategy wealth manager or pension consultant. Fee arrangements include both a percentage-of-assets component and performance-based fees. FCP does not self-identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other100%

Owners & executives

2 of 2

Garland Faist
Partner, Chief Operating OfficerCRD 6031173
Kevin Curry
Chief Compliance OfficerCRD 8062195

Contacts

3 of 5

Alex Marshall
Managing PartnerCRD 6031172
Jason Bonderenko
PartnerCRD 7320861
Erik Weinberg
PartnerCRD 4825390

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Chevy Chase, MD

Montgomery

Location

Chevy Chase, MD

Headquartered in Chevy Chase, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Montgomery
Address: 4445 Willard Ave
Time zone: ET (UTC-5)
Office locations

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