FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$777M
Discretionary
$777M
100% of AUM
Avg account
$45.7M
Accounts
17
Employees
9
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 a single-owner, institutional-focused investment adviser organized as an LLC and registered in 2021. The firm operates primarily as a manager and sponsor of pooled investment vehicles, acting as general partner and managing member for its funds rather than as a third-party capital allocator. Its mandate centers on venture-style investments and private-market strategies; the firm's structure and fee schedule—combining a percentage-of-AUM fee with performance-based fees—align with a typical VC/PE economics model where carried interest and incentive fees are part of the compensation mix. Friends & Family does not position itself as an active ESG investor and its register does not indicate multi-state adviser activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • COLIN ANDERSON

    Founding PartnerCRD 4995348

  • JOHN FOGELSONG

    Founding PartnerCRD 4814774

Wealth teams

FINTRX

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