INTEGRATED CAPITAL MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
298438
Registered since
September 14, 2018

Firm profile

FINTRX

Overview

Integrated Capital Management is a limited liability company that has been SEC-registered since 2018. The firm operates as a sponsor and general partner of pooled investment vehicles, with industry roles listed as real estate broker and sponsor and managing member of pooled investment vehicles. Regulatory and firm-level flags indicate it is not positioned as a capital allocator to external managers, it does not market itself as an active ESG investor, and it is not classified as a multi-state adviser. The business model appears centered on sponsoring and operating private real estate vehicles rather than running traditional advisory accounts.

Assets & Accounts

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

Owners & executives

1 of 1
  • Sean Cunningham

    Chief Financial OfficerCRD 7001129

Contacts

2 of 2
  • JOHN CARRICK

    Co-Founder and Managing PrincipalCRD 3032548

  • Robert Lindner

    Co-Founder and Managing PrincipalCRD 7010616

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
6060 Center Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth