Ultra Capital Management LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 339458
- Registered since
- January 22, 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 focuses on portfolio management for investment companies. As an unclassified firm, it operates under a fee structure based on a percentage of assets under management. The firm does not engage in capital allocation activities and is not classified as a multi-state adviser. Its client base and specific investment strategies are not publicly detailed, but the firm is positioned to provide tailored investment management services.
Assets & Accounts
Public Holdings
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
1 of 1Collin Whitten
Chief Compliance OfficerCRD 7819921
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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