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 SEC-registered (registration year 2021). The firm is held by an individual owner and is categorized as "unclassified" in the available records. It is not identified as a capital allocator, does not report being an active ESG investor, and is not registered as a multi-state adviser. Several typical advisor attributes (fee structure, advisory activities, business activities) are not disclosed in the source material.

Assets & Accounts

Investments & Alternatives

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

    Yogesh Oka

    OwnerCRD 7334919

  • Joseph Mccann

    Joseph Mccann

    Investment BankerCRD 5691325

  • Paul Ebert

    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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth