Pledge Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 284528
- Website
- www.pledge.capital
- Custodians
- INTERACTIVE BROKERS LLC, SCHWAB ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI96.75%
- Individuals3.25%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pledge Capital LLC operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm emphasizes a personalized approach to investment management, catering to the specific needs of small businesses and individuals. Pledge Capital LLC employs a fee structure based on a percentage of assets under management, along with performance-based fees, aligning its interests with those of its clients. The firm does not engage in capital allocation or operate as a pension consultant and is not classified as a multi-state adviser.
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Edward Chang
Managing PartnerCRD 6277288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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