NOTABLE CAPITAL MANAGEMENT, L.L.C.

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
163168
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Notable Capital Management, L.L.C. is a privately owned limited liability company that registered with the SEC in 2012. The firm is structured under individual ownership and is classified as unclassified in the source data. It does not identify as an ESG-focused investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or related adviser. The firm’s public filings indicate it functions as a sponsor, general partner and managing member of pooled investment vehicles rather than operating primarily as a retail wealth manager.

Assets & Accounts

Public Holdings

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 5
  • Oren Yunger

    Managing PartnerCRD 7976439

  • JEFF RICHARDS

    Managing PartnerCRD 6318356

  • GLENN SOLOMON

    Managing PartnerCRD 6318357

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, 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 MATEO
Address
3000 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth