SUGATI MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN RAMON, California
CRD number
338185

Firm profile

FINTRX

Overview

Sugati Management Company, LLC operates as a limited liability company and is primarily engaged in managing pooled investment vehicles. The firm is classified as unclassified and does not serve as a capital allocator. While it does not actively pursue ESG investments, it is involved in various advisory activities related to investment management. The firm has a singular focus on venture capital, indicating a preference for high-growth potential investments.

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

1 of 1
  • Rachna Dayal

    Founder & Managing PartnerCRD 8145281

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN RAMON, CA

CONTRA COSTA

Location

SAN RAMON, CA

Headquartered in SAN RAMON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
101 Alisma Ct
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth