Glass Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 291447
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Glass Capital Management LLC is an independent RIA organized as a limited liability company and owned by an individual principal. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its core advisory activity is discretionary portfolio management for individuals and small businesses. The firm does not identify itself as an active ESG investor and is not reported as a multi-state adviser or pension consultant. Glass Capital operates at a very small scale, positioning itself as a boutique adviser focused on managing concentrated client relationships rather than operating as a capital allocator or multi-manager platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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