Pretiumcapital Management, Inc.

RIASEC Registered
Total AUM
$123K
Discretionary
$123K
100% of AUM
Avg account
$41K
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
120244
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pretiumcapital Management, Inc. is a very small, client-facing advisory firm that runs discretionary equity-focused portfolios for individuals and small businesses. The firm charges a percentage-of-AUM fee and concentrates its investment activity in exchange-traded equities, suggesting a preference for liquid, tradable public securities — most likely ETFs and/or individual stocks. It does not position itself as an ESG-driven manager, nor does it operate as a multi-state, pension or family-office consultant. With total assets of $123K and only three clients, the firm behaves like a boutique, owner-operated adviser. Its profile indicates straightforward portfolio management rather than complex institutional advisory services. Where alternatives are used, the firm relies on third-party managers — the listed alternative categories are real estate, commodities and REITs — implying access to non-public exposures through external funds rather than direct private-investment deal sourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%, Cash & Cash Equivalents 1%100%
  • Exchange Traded Equities100%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Middat Yildiz

    Investment StrategyCRD 2529650

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth