Firsthand Capital Management, Inc.
Firm details
- Headquarters
- San Jose, California
- CRD number
- 150647
- Registered since
- July 9, 2009
- Website
- firsthandfunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Firsthand Capital Management, Inc. is an SEC-registered institutional RIA that has been active since 2009 and is owned by an individual. The firm focuses on institutional clients and provides portfolio management services to investment companies. Its compensation structure combines an asset-based fee with the potential for performance-based fees, which is consistent with its role as sponsor or general partner for pooled investment vehicles. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Omar Billawala
Chief Operating OfficerCRD 4359871

Kevin Landis
CEO and Chief Investment OfficerCRD 3181542
Contacts
1 of 1Kelvin Leung
General CounselCRD 4258407
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Jose, CA
Santa Clara
Location
San Jose, CA
Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 3031 Tisch Way
- Time zone
- PT (UTC-8)
- Office locations
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