SMBX CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
323883

Firm profile

FINTRX

Overview

Smbx Capital LLC operates as a limited liability company focused on investment management. While specific details about their investment strategies and preferences are not extensively documented, the firm is known to engage in private equity investments. This indicates a preference for investing in private companies or buying out public companies to delist them from stock exchanges, allowing for more direct management and potential value creation.

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

3 of 3
  • Benjamin Lozano

    Chief Executive Officer & Co-FounderCRD 7044468

  • JACKIE CHAN

    Chief Operating Officer, DirectorCRD 7044464

  • BHAVISH BALHOTRA

    Chief Technology OfficerCRD 7044466

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
1667 41st Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth