POPLAR POINT CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- BURLINGAME, California
- CRD number
- 165411
- Registered since
- April 24, 2025
- 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 LLC-structured hedge fund adviser that serves institutional clients. The firm is SEC-registered (2025) and owned by an individual. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it acts in sponsor/GP/managing-member roles for pooled vehicles it runs. Compensation combines a percentage-of-AUM fee with performance-based fees. Poplar Point does not identify as an active ESG investor and is not a multi-state adviser.
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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