PILTINGSRUD CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LAFAYETTE, California
CRD number
314025

Firm profile

FINTRX

Overview

Piltingsrud Capital Management, LLC operates as a small, specialized manager structured as a limited liability company. The firm does not present itself as a traditional wealth manager serving retail clients; instead its public filings point to activity centered on a single private fund vehicle. The organization is associated with a law firm affiliation, which suggests the entity may have been formed to support private capital or sponsor activity rather than to build a broad advisory business. There is no indication the firm is an active ESG investor or 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

2 of 2
  • Lewis Larson

    CEO and CCOCRD 7369289

  • Matthew Larson

    Chief Business OfficerCRD 7031272

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAFAYETTE, CA

CONTRA COSTA

Location

LAFAYETTE, CA

Headquartered in LAFAYETTE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
1044 Dolores Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth