TEMPLUM CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
340352
Registered since
January 12, 2026

Firm profile

FINTRX

Overview

Templum Capital is organized as a limited liability company that operates primarily as a manager of private funds, with an affiliated broker-dealer relationship. The firm’s public profile shows a clear focus on private equity vehicles rather than traditional advisory relationships with retail investors. Templum is not identified as an active ESG investor and does not report a multi-state advisory footprint; its regulatory registration is listed with an effective year of 2026. The firm’s activity centers on constructing and managing pooled private capital rather than offering standalone wrap advisory accounts or broad institutional consulting. That positioning suggests its allocation and manager-selection work is driven by sourcing, diligencing and operating the firm’s own fund vehicles rather than serving a large roster of individual advisory clients.

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

Owners & executives

2 of 2
  • Edward LEE

    Chief Compliance OfficerCRD 4150803

  • Sarah Gillespie

    CFOCRD 4703433

Contacts

1 of 1
  • Scott Kalish

    General CounselCRD 6719050

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2340 Collins Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth