Ultra Capital Management LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

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

FINTRX

Overview

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

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
  • Collin Whitten

    Chief Compliance OfficerCRD 7819921

  • Jeffrey Leathers

    CEO & Co-FounderCRD 8183734

Contacts

1 of 1
  • Edward Leathers

    Managing PartnerCRD 6528035

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth