SHIELD CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BURLINGAME, California
CRD number
317447
Registered since
December 1, 2021

Firm profile

FINTRX

Overview

Shield Capital, LLC is a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm is SEC-registered (initial registration in 2021) and is owned by an individual rather than by another firm. Its regulatory profile lists it as "unclassified" and not a capital allocator, which aligns with its role running proprietary pooled funds rather than acting as an allocator to third-party managers. The firm's public filings identify venture capital as its core vehicle type. Shield Capital is not flagged as an active ESG investor and is not designated as a multi-state adviser. Its principal activities center on forming and managing private pooled vehicles, where it serves as sponsor, GP and managing member.

Assets & Accounts

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

Contacts

3 of 3
  • PHILIP BILDEN

    Managing PartnerCRD 4363456

  • DANIEL HOLLAND

    Managing DirectorCRD 1736377

  • RAJ SHAH

    Managing PartnerCRD 7475764

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
287 Lorton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth