ARCHITECT CAPITAL CORP. other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

06/27/2024

Adviser Type:

- Large advisory firm

Number of Employees:

16 45.45%

of those in investment advisory functions:

8 60.00%

Registration:

SEC, Approved, 5/1/2023

Other registrations (1)
AUM:

350,075,000 73.61%

of that, discretionary:

350,075,000 73.61%

Private Fund GAV:

330,600,000 32.97%

Avg Account Size:

23,338,333 15.74%

SMA’s:

NO

Private Funds:

13 4

Contact Info

650 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
202M 173M 144M 115M 86M 58M 29M
2023

Recent News



Private Funds Structure

Fund Type Count GAV
Other Private Fund 13 $330,600,000

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
INVESCO, LLC - - - - - - 62.4m 62.4m 232.7m 1
PACIFICA PARTNERS CAPITAL MANAGEMENT - - - - - - - - 233.2m -
BRICKELL KEY ASSET MANAGEMENT LLC - - - - - - 126.5m 126.5m 268.3m 1
TRADEMARK CAPITAL MANAGEMENT INC. - - 1.4m - - - 13.1m 14.5m 209.4m 2
CHANGE GLOBAL INVESTMENT, LLC - - - - - - 106.9m 106.9m 208.0m 2
SANCTUARY WEALTH MANAGEMENT, LLC - - - - - - - - 229.0m -
AOF MANAGEMENT LLC - - - - - - 207.6m 207.6m 209.2m 3
SNOWCAP CAPITAL MANAGEMENT - - - - - - 23.5m 23.5m 212.7m 2
5T WEALTH, LLC - - - - - - 10.8m 10.8m 216.1m 1
VCFA GROUP - - - - - - 417.6m 417.6m 298.2m 7

Private Funds



Employees




Brochure Summary

Overview

Architect was formed in September 2020 and is primarily owned by James Sagan. James Sagan serves as the Company’s President (“Principal”). The Company is located in San Francisco, CA. Architect provides
discretionary investment management services to pooled investment vehicles investing in credit strategies. As of December 31, 2023, the Company managed $350,075,000 on a discretionary basis.