Tsai Capital Corporation
Firm details
- Headquarters
- ,
- CRD number
- 137578
- Registered since
- January 3, 2007
- Website
- www.tsaicapital.com
- Custodians
- STIFEL NICOLAUS & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.08%
- Corporations / Businesses13.59%
- Individuals1.25%
- Charitable Organizations0.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tsai Capital Corporation is a privately owned investment advisory corporation that has been SEC-registered since 2007. The firm acts as a capital allocator for both individual & family clients and institutional clients, charging fees as a percentage of assets under management. Its advisory mandate focuses on discretionary portfolio management for individuals, small businesses and for businesses or institutions. The firm does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Christopher Tsai
President, Chief Compliance OfficerCRD 2938655
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$725K in ETFs
100%
$725K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $572K | 5,680 | 78.91% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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