Fusion Capital

RIASEC RegisteredEst. 2026
Total AUM
$461M
Discretionary
$461M
100% of AUM
Avg account
$65.9M
Accounts
7
Employees
9
Advisory reps
6

Firm details

Headquarters
Los Angeles, California
CRD number
333924
Registered since
July 13, 2026
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fusion Capital operates as a limited partnership structured around private equity fund management. The firm is set up to advise and manage pooled investment vehicles, acting in sponsor, general partner and managing-member roles for those vehicles. Its client base is institutional, and its fee arrangements combine asset-based charges with performance-linked fees and other fee components. Fusion Capital does not identify as an active ESG investor and is not described as a multi-state adviser. The firm’s SEC registration is listed as 2026.

Assets & Accounts

Private Funds

Investments & Alternatives

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

3 of 6
  • Jason Cowett

    Jason Cowett

    Managing Partner and Co-FounderCRD 4793806

  • Forrest Beck

    Forrest Beck

    Vice PresidentCRD 6286745

  • Matthew Veneman

    Matthew Veneman

    Vice PresidentCRD 6168921

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
1640 S Sepulveda Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth