SERIES X CAPITAL
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 335150
- Registered since
- March 20, 2025
Firm profile
FINTRXOverview
Series X Capital operates as a sponsor and general partner that organizes and manages pooled investment vehicles, with its primary activity centered on venture capital fund management. The firm takes a fund-manager role rather than providing traditional advisory relationships: it structures vehicles, sources deal flow, performs due diligence and runs portfolio oversight as the managing member of its funds. Series X Capital is not positioned as an ESG-focused allocator and does not report multi-state advisory activity; its regulatory record shows SEC registration in 2025. The firm’s public profile indicates corporate limited liability status and an emphasis on private fund formation and management rather than retail or institutional advisory services. That operating model points to revenue and resource allocation focused on fund-level investment sourcing, LP relations and portfolio company monitoring rather than client-facing wealth management or discretionary public-asset mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1GIDEON YU
Managing MemberCRD 8048190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, 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 FRANCISCO
- Address
- 601 California St
- Time zone
- PT (UTC-8)
- Office locations
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