FIRE CAPITAL MANAGEMENT, LLC
Adviser information for FIRE CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 143 | $248.6M |
| Non-Discretionary | 8 | $176.5M |
| Total | 151 | $425.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 19 | $7.1M |
| HNW Individuals | 16 | $328.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $89.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesFINANCIAL CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-128262 |
|---|---|
| SEC ERA File Number | 801-128262 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299218 |
| Legal Entity Identifier | None |
Principal Office
2 MINT PLAZASUITE #902
SAN FRANCISCO
CA
United States
BY APPOINTMENT ONLY, 8:30 AM - 5:00 PM
Tel: 415-828-0129, Fax: None
Chief Compliance Officer
ALYSSA HEATH
COO & DIRECTOR OF SOCIAL IMPACT
2 MINT PLAZA
SUITE #902
SAN FRANCISCO
CA
United States
Tel:
415-828-0129
A*****@************************M
(Full email address available in API data)
Regulatory Contact
MICHAEL FIRESTONE
MANAGING MEMBER
2 MINT PLAZA
SUITE #902
SAN FRANCISCO
CA
United States
Tel:
415-828-0129
M******@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FIRESTONE, MICHAEL | Individual | – | MANAGING MEMBER | 08/2018 | > 75% |
| ULSETH, JAMES, MICHAEL | Individual | – | CHIEF INVESTMENT OFFICER | 11/2019 | < 5% |
| HEATH, ALYSSA | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, DIRECTOR OF SOCIAL IMPACT | 03/2019 | < 5% |