PAIR CAPITAL WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
284683
Fee structure
Percentage of AUM, Subscription Fees, Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pair Capital Wealth Management, LLC is an individually owned limited liability company focused on portfolio management for individuals and small businesses. The firm uses a mix of fee models — percentage of assets under management, subscription fees and performance-based fees — which suggests flexibility in how it charges clients and an ability to run both traditional AUM accounts and alternative billing arrangements. Pair Capital does not identify as an active ESG investor, it is not registered as a multi-state adviser, and it is not classed as a capital allocator. The firm reports use of third‑party external managers for commodity exposure, indicating a willingness to supplement core equity and fixed-income allocations with targeted alternative strategies.

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
  • DANIEL WU

    Wealth AdvisorCRD 2651056

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
2844 Ulloa St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth