Friends & Family Capital Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$794M
Discretionary
$794M
100% of AUM
Avg account
$46.7M
Accounts
17
Employees
11
Advisory reps
2

Firm details

Headquarters
Menlo Park, California
CRD number
310407
Registered since
July 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Friends & Family Capital Management, LLC is an SEC-registered limited liability company that operates as a manager of pooled investment vehicles with a venture-capital orientation. The firm registers as a venture capital fund and primarily serves institutional clients. It functions as sponsor, general partner, and managing member of its pooled vehicles and provides portfolio management for those funds. Compensation is split between a percentage-of-assets-under-management fee and performance-based fees. The firm is not an active ESG investor and is not designated as a multi-state adviser.

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

Contacts

2 of 2
  • Colin Anderson

    Colin Anderson

    Founding PartnerCRD 4995348

  • John Fogelsong

    John Fogelsong

    Founding PartnerCRD 4814774

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

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, 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 Mateo
Address
325 Sharon Park Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth