MOTIVATE CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
314339
Registered since
March 26, 2024

Firm profile

FINTRX

Overview

Motivate Capital Management, LLC is a privately held limited liability company that registered with the SEC in 2024. The firm is owner-operated and is organized to sponsor and manage pooled investment vehicles; it identifies itself as a sponsor, general partner and managing member for its funds. Motivate is not described as an ESG investor, multi-state adviser, pension consultant, or capital allocator in the source data. The firm’s activity centers on running private investment vehicles rather than operating as a traditional advisory platform for a broad roster of retail clients.

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

2 of 2
  • LAUREN DELUCA

    Managing PartnerCRD 4204046

  • DAVID WIELAND

    Founder and Managing PartnerCRD 7384297

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
110 N Peoria St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth