LOFTYINC CAPITAL
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 331805
- Registered since
- September 30, 2024
Firm profile
FINTRXOverview
Loftyinc Capital is a limited liability company that registered with the SEC in 2024 and operates as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s documented activity centers on sponsoring and managing private funds rather than running traditional advisory accounts. It is listed as not being an active ESG investor and is not designated as a multi-state adviser or pension consultant. Ownership is recorded as a mix of a foreign entity and an individual, indicating cross‑jurisdictional ownership or backing. The firm’s manager role and pooled‑vehicle focus suggest hands‑on fund management responsibilities — deal sourcing, fund formation, governance and capital raising — rather than a retail wealth management model. Fee structure and detailed client segmentation are not shown, which is consistent with a small, fund-centric manager early in its SEC registration history.
Assets & Accounts
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
Contacts
3 of 3LYDIA IDEM
Managing DirectorCRD 6350937
Idris Bello
Founding PartnerCRD 7969648
MARSHA WULFF
Founding PartnerCRD 1174999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 2500 Wilcrest Dr
- Time zone
- CT (UTC-6)
- Office locations
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