KOREFUSION CAPITAL LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
311889
Registered since
July 16, 2021

Firm profile

FINTRX

Overview

Korefusion Capital LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2021. FINTRX classifies ownership as individual and lists the firm's overall classification as unclassified, indicating a sparse public profile and limited disclosure about its operating model or client focus. Operational flags in FINTRX show Korefusion Capital LLC is not positioned as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, not a pension consultant, and not a related adviser. The database does not include descriptions of the firm's advisory activities, fee structure, client segments, or investment preferences.

Assets & Accounts

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

Contacts

3 of 3
  • YOGESH OKA

    OwnerCRD 7334919

  • JOSEPH MCCANN

    Investment BankerCRD 5691325

  • PAUL EBERT

    FinOpCRD 1121231

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
1467 Funston Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth