URBANITE CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
317829

Firm profile

FINTRX

Overview

Urbanite Capital, LLC is a small, privately held investment manager organized as a limited liability company. The firm's principal activity centers on sponsoring and operating pooled investment vehicles, acting in roles such as sponsor, general partner and managing member. It also holds registrations consistent with broker-dealer activity and providing advisory services in other capacities. Urbanite is not designated as an active ESG investor, does not report multi-state advisory operations, and is not classified as a pension consultant or related adviser under its regulatory filings. Investment activity is concentrated in real estate through pooled fund structures. Given the firm's sponsor and GP roles, its capital allocation and manager activity appear oriented toward sourcing, structuring and managing private real asset investments rather than running a broad retail advisory platform. The firm reports a narrow operational footprint and a focus on private-fund vehicles rather than public market wrap/advisory programs.

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

Contacts

2 of 2
  • MARK Jorgensen

    Managing Partner & Co-FounderCRD 6899282

  • STEVEN KAY

    Managing Partner & Co-FounderCRD 2347348

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
1 Sansome St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth