$6.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-02-2017
- Office Locations
- 1
Office Locations
-- Pasadena CA
About FIG Tree Capital
Fig Tree Capital is a Pasadena, CA registered investment adviser providing financial planning and portfolio management for values-driven investors. Portfolios use individual stocks and ETFs, including equity, bond, and crypto ETFs, with tax-loss harvesting when appropriate. The firm emphasizes ESG alignment and specializes in clean energy strategies, and custodies client assets with firms such as Charles Schwab.
Team overview
-- AVG AGE
$6.8M AVG AUM / ADVISOR
$294.1K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Glacier wave
Client Personas
Summit alpha
Investment Themes
Vector oak Alpha Radial
Investment Vehicles
Bridge alpha
Services
Matrix bridge Momentum wave Delta delta Vital insight Summit Vector peak Radial
Owner & Executives
J
JOSEPH BERNARDO LORA
Chief Compliance Officer, Chief Investment Officer
- CRD
- #4651234
- Ownership
- 75% or more
(672) 580-1481
alpha.pathway@matrixcapital.com
in linkedin.com/in/element-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,765,445 | -- |
| Total | $6,765,445 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,765,445
Equity - Exchange:
40.5% Cash:
59.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,080,146,023 | 40.5% |
| Cash | $4,525,152,799 | 59.5% |
| Total | $7,605,298,822 | 100.0% |