MINDSET CAPITAL LLC
Firm details
- Headquarters
- SANTA BARBARA, California
- CRD number
- 308653
- Website
- www.mindsetcapital.com
Firm profile
FINTRXOverview
Mindset Capital LLC is a small private investment manager organized as a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm does not appear to operate as a traditional adviser to retail clients; instead its activity centers on running private funds — most notably hedge funds, venture capital vehicles and private equity vehicles. Mindset Capital is classified as an individual-owner firm and is not identified as a multi-state adviser, pension consultant, or an active ESG investor. The firm’s placement as sponsor and managing member suggests its business model is fund-centric: sourcing deal flow, structuring vehicles, and acting as the operating partner or manager for those funds. That role typically implies the firm collects management and potentially performance fees and retains carried interest when funds are successful.
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
Owners & executives
1 of 1AARON EDELHEIT
CEO and FounderCRD 3189175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA BARBARA, CA
SANTA BARBARA
Location
SANTA BARBARA, CA
Headquartered in SANTA BARBARA, CA, in the West of the United States.
- Region
- West
- County
- SANTA BARBARA
- Address
- 30 W Mission St
- Time zone
- PT (UTC-8)
- Office locations
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