S20 CAPITAL, LLC

RIASEC Registered
Total AUM
$40.3M
Discretionary
$40.3M
100% of AUM
Avg account
$5.8M
Accounts
7
Employees
3
Advisory reps
3

Firm details

Headquarters
DRAPER, Utah
CRD number
292022
Website
www.s20.co
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

S20 Capital, LLC operates as a multifaceted fund manager specializing in private equity and venture capital. The firm focuses on portfolio management for pooled investment vehicles, primarily serving institutional clients. S20 Capital employs a fee structure that includes a percentage of assets under management and performance-based fees, aligning its interests with those of its clients. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

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

1 of 1
  • ZACHARY NUGENT

    CEOCRD 5143510

Contacts

2 of 2
  • Matthew Tillotson

    Managing PartnerCRD 6981615

  • Shawn Olsen

    Managing PartnerCRD 6914570

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DRAPER, UT

SALT LAKE

Location

DRAPER, UT

Headquartered in DRAPER, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
874 E Pioneer Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth