Poplar Point Capital Management LLC
Firm details
- Headquarters
- Burlingame, California
- CRD number
- 165411
- Registered since
- April 24, 2025
- Website
- poplarpointcapital.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles56.74%
- Charitable Organizations43.26%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Poplar Point Capital Management LLC is an SEC-registered investment adviser organized as an LLC and classified as a hedge fund that serves institutional clients. The firm acts as a sponsor and general partner/managing member of pooled investment vehicles and provides portfolio management for those pooled vehicles as well as for businesses and institutions. Its stated fee model combines a percentage-of-assets charge with performance-based fees. Poplar Point is not positioned as an ESG investor, is not a multi-state adviser, and does not describe itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities76%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents4%
Contacts
1 of 1Jad Fakhry
ManagerCRD 4970150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Burlingame, CA
San Mateo
Location
Burlingame, CA
Headquartered in Burlingame, 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 Mateo
- Address
- 330 Primrose Rd
- Time zone
- PT (UTC-8)
- Office locations
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