ARCHITECT CAPITAL CORP.

other names
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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

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count13 GAV$330,600,000

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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.