Participant Capital

RIASEC RegisteredEst. 2021
Total AUM
$166M
Discretionary
$166M
100% of AUM
Avg account
$27.7M
Accounts
6
Employees
9
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
304859
Registered since
November 8, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Participant Capital is a limited liability company registered with the SEC in 2021 that operates as a real estate fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and functions as a sponsor, general partner and managing member of those vehicles rather than acting primarily as a third‑party capital allocator. Its compensation includes a percentage-of-assets-under-management fee and performance-based fees. Participant Capital is not flagged as an active ESG investor and is not registered as a multi-state adviser.

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

Owners & executives

3 of 3
  • Daniel Kodsi

    Daniel Kodsi

    Chief Executive OfficerCRD 1830337

  • Sergio Moises

    Sergio Moises

    Chief Financial OfficerCRD 7152568

  • Arcadia Alvarez

    Arcadia Alvarez

    Chief Compliance OfficerCRD 2416062

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
333 Se 2nd Ave
Time zone
ET (UTC-5)
Office locations

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