Pale Blue Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 315455
- Website
- www.tectoncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pale Blue Capital LLC is an individually owned, small advisory firm that focuses on discretionary portfolio management for individuals, families and small business or institutional accounts. The firm reports a preference for equities, with exchange-traded equities identified as the most-used asset type. Its fee arrangement combines a percentage-of-AUM structure with the possibility of performance-based fees, a setup that can support both traditional equity management and investments tied to alternative-return arrangements such as private placements or venture allocations. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Pale Blue Capital’s stated advisory activities center on managing portfolios for individual and small-business clients and for businesses or institutions, rather than operating as a capital allocator or a pension consultant. The ownership structure and minimal reported assets suggest the firm operates at a very small scale and likely uses third-party managers or custodial platforms to implement client strategies.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds50%
Contacts
1 of 1
Denver Dale
FounderCRD 2228968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations