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Fire Capital Management, LLC

Fire Capital Management, LLC. CRD 299218

Fire Capital Management, LLC logo

CRD: 299218

Fire Capital Management, LLC

$635.5M Total AUM
$634.6M Disc. AUM
-- 3Y CAGR
5 Employees
61 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Empower · TD Ameritrade
Clients
Retail and Institutional
Platforms
Available
Established Date
12-10-2018
Office Locations
1

Office Locations

100 Pine ST, Suite 460 SAN Francisco CA

About Fire Capital Management, LLC

Fire Capital Management is a San Francisco-based wealth manager focused on family wealth, pairing personalized service with a modern investment approach. The firm targets global opportunities across public and private markets using active and passive, internal and external strategies, with an emphasis on impact and philanthropy. Public profile data indicates ETF-heavy implementation and custody with Schwab.

Team overview

37 AVG AGE
$211.8M AVG AUM / ADVISOR
$10.4M AVG AUM / CLIENT
5.1 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

MICHAEL FIRESTONE

MICHAEL FIRESTONE

Client Advisor, Managing Member

CRD
#7030824
Ownership
75% or more
Available
Available
Available
ALYSSA HEATH

ALYSSA HEATH

Chief Compliance Officer, CHIEF OPERATING OFFICER, Director

CRD
--
Ownership
Less than 5%
Available
Available
Available

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Contacts

R

Ryan Fujioka

--

CRD
#7792747
Available
Available
Available
ALYSSA HEATH

ALYSSA HEATH

Chief Compliance Officer, CHIEF OPERATING OFFICER, Director

CRD
--
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-12-2023
11-27-2024
03-24-2025
03-11-2026
Category Assets AVG. Account size
Discretionary $634,637,206 $2,735,505
Non-Discretionary $813,477 $813,477
Total $635,450,683 $2,727,256

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Municipal Bonds:
Available
Cash:
Available
Corporate - Investment Grade:
Available
Corporate - Non-Investment Grade:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Municipal Bonds Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Corporate - Non-Investment Grade Available Available
Total Available Available

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