Ultra Capital Management LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 339458
- Registered since
- August 5, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Ultra Capital Management LLC is a newly formed limited liability company that registered with the SEC in 2026 as an institutional registered investment adviser. The firm is owned by an individual and states its primary advisory activity as portfolio management for investment companies, indicating its focus on managing pooled vehicle(s) rather than serving a broad retail client base. Its stated fee model is a percentage of assets under management. The firm is not flagged as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Collin Whitten
Chief Compliance OfficerCRD 7819921
Jeffrey Leathers
CEO & Co-FounderCRD 8183734
Contacts
1 of 1Edward Leathers
Managing PartnerCRD 6528035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, 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 Francisco
- Address
- 600 California St
- Time zone
- PT (UTC-8)
- Office locations
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