Fig Capital Management provides portfolio management for pooled vehicles. The firm advises 2 private funds.
Fig Capital Management reports 3 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($283M across 3 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $283M | 100.0% | $94.3M |
| Total | 3 | $283M | 100% | $94.3M |
- Clients
- 3
- Regulatory AUM
- $283M
- AUM share
- 100.0%
- Avg. per client
- $94.3M
Total
- Clients
- 3
- Regulatory AUM
- $283M
- AUM share
- 100%
- Avg. per client
- $94.3M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
Fig Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Finch Investment Group, LLC owns 75% or more of Fig Capital Management and is in turn owned by John Finch (75% or more). John Finch is CEO; the leadership team includes Chief Financial Officer Rachel Beck.
Staff
- Owns 75% or more of Fig Capital Management, LLC
Finch Investment Group, LLC
Control person · since March 2013
- Owns 75% or more of Finch Investment Group, LLC
John Finch
Control person · since March 2013
Fig Capital Management’s regulatory assets fell from $332M (May 2021) to $283M (March 2026); clients were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $283M | 3 | 0 | 1 |
| Mar 2025March 2025 | $267M | 3 | 0 | 1 |
| Mar 2024March 2024 | $198M | 3 | 0 | 1 |
| Mar 2023March 2023 | $260M | 3 | 0 | 1 |
| Mar 2022March 2022 | $329M | 4 | 0 | 1 |
| May 2021May 2021 | $332M | 3 | 0 | 1 |
Besides its headquarters, Fig Capital Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1000 Riverside Avenue,, Suite 400, JacksonvilleHQ
Contact and registration details
- Legal name
- Fig Capital Management, LLC
- Headquarters
- 1000 Riverside Avenue,, Suite 400, Jacksonville, FL 32204
- Website
- Not reported
- Phone
- 904-378-8098
- SEC file
- 801-111939
- Structure
- Florida LLC
- Fiscal year end
- December
Fig Capital Management has custody of $261M for 1 clients.
How many clients does Fig Capital Management have?
Fig Capital Management has 3 clients and manages $283 million for them, as of March 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Fig Capital Management offer?
Fig Capital Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Who owns Fig Capital Management?
Fig Capital Management is owned through a holding company by John Finch. Its direct owner is Finch Investment Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Fig Capital Management get paid?
Fig Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fig Capital Management?
Fig Capital Management’s main office is at 1000 Riverside Avenue,, Suite 400, Jacksonville, FL 32204. Its phone number is 904-378-8098.