TANO CAPITAL, LLC

RIASEC RegisteredEst. 2012
Total AUM
$138M
Discretionary
$138M
100% of AUM
Avg account
$69M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN MATEO, California
CRD number
160367
Registered since
March 23, 2012
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Other
Client types
  • Corporations / Businesses78.24%
  • Pooled Investment Vehicles21.76%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tano Capital, LLC is a privately held limited liability company that has been SEC-registered since 2012 and operates as both an independent registered investment adviser and a private equity sponsor. It functions as a capital allocator to institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. The firm acts in sponsor and GP roles and serves as a managing member of pooled vehicles. Tano Capital reports a non-standard fee arrangement (listed as “Other”) and does not identify as an active ESG investor.

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

Asset composition

Asset composition: Cash & Cash Equivalents 72%, Private Funds 28%72%
  • Cash & Cash Equivalents72%
  • Private Funds28%

Owners & executives

1 of 1
  • Catherine Sapiro

    Chief Financial OfficerCRD 7358978

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, 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
1 Franklin Pkwy
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth