TOBA CAPITAL FUND II SERIES

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
IRVINE, California
CRD number
169803
Registered since
January 13, 2014

Firm profile

FINTRX

Overview

Toba Capital Fund II Series is an SEC-registered investment entity (registered in 2014) organized as a domestic "other" entity that functions as an adviser and sponsor to pooled investment vehicles. The firm is identified as acting in roles such as general partner and managing member for its funds. It does not present itself as a capital allocator to third parties and is not flagged as an active ESG investor or a multistate adviser.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
17595 Harvard Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth