Glide Capital

RIASEC RegisteredEst. 2017
Total AUM
$328M
Discretionary
$0
0% of AUM
Avg account
$164M
Accounts
2
Employees
7
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
288592
Registered since
August 11, 2017
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Glide Capital operates as a limited liability company and is registered with the SEC since 2017. The firm is structured as an institutional registered investment adviser serving institutional clients and charges a mix of percentage-of-assets and fixed fees. Its core advisory activity is portfolio management for pooled investment vehicles, and it is affiliated with pooled-vehicle sponsor roles—acting as a general partner or managing member for those vehicles. Glide Capital does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Mark Fitzpatrick

    Mark Fitzpatrick

    Managing PartnerCRD 4928735

  • David Guenoun

    David Guenoun

    Managing PartnerCRD 2665272

  • Alberto Siblesz

    Alberto Siblesz

    PartnerCRD 5425706

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

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3323 Ne 163rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth