MARLIN SAMS CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
162152
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Marlin Sams Capital Management, LLC is an SEC‑registered investment adviser organized as a limited liability company that began its SEC registration in 2012. The firm functions primarily as a sponsor and general partner, serving as the managing member of pooled investment vehicles rather than acting as a traditional multi‑client advisory firm. It is not positioned as an ESG investor, does not operate as a multi‑state adviser, and does not present itself as a pension consultant or related adviser.

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

1 of 1
  • WILLIAM SAMS

    MemberCRD 2843004

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$15.7M in ETFs

Passive

100%

$15.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
PROSHARES SHORT S&P500 (SH)ProSharesPassiveTrading Inverse Equity$15.7M1,450,000100.00%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth