$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-11-2011
- Office Locations
- 1
Office Locations
-- Mill Valley CA
About Firestorm Capital
Firestorm Capital is a Mill Valley, CA boutique investment advisor led by managing member Eric B. Swergold. The firm focuses on portfolio construction for retail clients, using public equity and ETFs and, where appropriate, hedge funds and private placements. Custody is noted with SEI.
Team overview
55 AVG AGE
$9.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
15yrs Firm Age
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Asset Classes
Wave Delta eagle Alpha
Custodian
Glacier signal
Investment Vehicles
Harbor horizon
Services
Capital
Owner & Executives
ERIC BENJAMIN SWERGOLD
Managing Member, Partner
- CRD
- #4636228
- Ownership
- 75% or more
(465) 961-5335
focus.ridge@frontiercapital.com
in linkedin.com/in/vertex-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,000,000
Equity - OTC:
19.1% Cash:
17.4% Equity - Exchange:
10.2% U.S. Government/Agency:
19.7% Derivatives:
33.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,116,867,575 | 19.1% |
| Cash | $1,017,460,513 | 17.4% |
| Equity - Exchange | $596,442,370 | 10.2% |
| U.S. Government/Agency | $1,151,952,420 | 19.7% |
| Derivatives | $1,964,751,336 | 33.6% |
| Total | $5,847,474,214 | 100.0% |