CAPITALIZE ADVISORS LLC
Legal name: CAPITALIZE
CRD #327225 SEC #802-128397 SAN FRANCISCO, CA 4152095902
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 29, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PARLOW, ADRIAN, JOHN | I | PRESIDENT | NA | Control |
| PARLOW, ADRIAN, JOHN | I | PRESIDENT | NA | Control |
| PARLOW, ADRIAN, JOHN | I | PRESIDENT | NA | Control |
| TOMMARELLO, NICHOLAS, PAUL | I | CEO | NA | Control |
| TOMMARELLO, NICHOLAS, PAUL | I | CEO | NA | Control |
| TOMMARELLO, NICHOLAS, PAUL | I | CEO | NA | Control |
| CAPITALIZE TECHNOLOGIES LLC | DE | MEMBER | E | Control |
| CAPITALIZE TECHNOLOGIES LLC | DE | MEMBER | E | Control |
| CAPITALIZE TECHNOLOGIES LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BELOTE, GREG, HUGHES | I | WEFUNDER | F | Control |
| BELOTE, GREG, HUGHES | I | WEFUNDER | F | Control |
| BELOTE, GREG, HUGHES | I | WEFUNDER | F | Control |
| TOMMARELLO, NICHOLAS, PAUL | I | WEFUNDER | F | Control |
| TOMMARELLO, NICHOLAS, PAUL | I | WEFUNDER | F | Control |
| TOMMARELLO, NICHOLAS, PAUL | I | WEFUNDER | F | Control |
| WEFUNDER | DE | CAPITALIZE TECHNOLOGIES LLC | E | Control |
| WEFUNDER | DE | CAPITALIZE TECHNOLOGIES LLC | E | Control |
| WEFUNDER | DE | CAPITALIZE TECHNOLOGIES LLC | E | Control |
Registrations
Federal
ERA
Mar 29, 2024 REGISTERED
Address
1885 MISSION STREETSAN FRANCISCO, CA 94103
United States
Phone: 4152095902