FUNDAMENTAL CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
163821
Registered since
April 1, 2014

Firm profile

FINTRX

Overview

Fundamental Capital, LLC is a domestic limited liability company that registered with the SEC in 2014 and operates primarily as a private fund adviser rather than a retail wealth manager. The firm’s public filings show it is not set up as a multi-state advisory platform, is not an active ESG investor, and does not act as a pension consultant or capital allocator. Its regulatory classification is unclassified, which aligns with the firm focusing on pooled private vehicles rather than traditional advisory account relationships. The firm’s investment activity centers on venture capital fund management. Fingertip indicators — notably multiple small fund vehicles under management — point to an emphasis on making and managing commitments through discrete venture capital funds rather than running advisory wrap or managed-account offerings. That structure implies the firm’s allocation decisions are driven by fund-level portfolio construction, vintage-level risk management and capital deployment schedules consistent with VC strategies.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
4 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth