TENAYA CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
162804
Registered since
July 12, 2020

Firm profile

FINTRX

Overview

Tenaya Capital is an SEC-registered limited liability company that operates as a sponsor and manager of pooled investment vehicles. The firm registered with the SEC in 2020 and is owned by an individual principal. Its reported business activity is “Other Financial Product Salesperson,” and its stated industry roles include acting as an investment adviser and sponsor, general partner, and managing member of pooled investment vehicles. Tenaya Capital does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator.

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

Owners & executives

1 of 1
  • MARKLAND DAVID

    CFOCRD 6041676

Contacts

3 of 5
  • STEWART GOLLMER

    PartnerCRD 3096513

  • BRIAN MELTON

    PartnerCRD 4256008

  • THOMAS BANAHAN

    PartnerCRD 4642680

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
3101 Park Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth