S20 Capital, LLC

RIASEC Registered
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$8M
Accounts
13
Employees
4
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 privately held manager focused on pooled investment vehicles, with a primary orientation toward private equity and venture capital strategies. The firm identifies as a multifaceted fund manager and serves institutional clients, offering portfolio management for the pooled funds it sponsors. Its compensation model blends asset-based fees with performance-linked fees, and the firm reports an industry affiliation with a broker-dealer. S20 Capital is not positioned as an ESG-focused manager, does not describe itself as a multi-state adviser, and is organized as an LLC under individual ownership.

Assets & Accounts

Investments & Alternatives

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

    Zachary Nugent

    CEOCRD 5143510

Contacts

2 of 2
  • Matthew Tillotson

    Matthew Tillotson

    Managing PartnerCRD 6981615

  • Shawn Olsen

    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