FM Capital Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FM Capital Group provides investment advisory and consulting services to individuals, groups, corporations and other business entities, handling due diligence, negotiation of private investment term sheets, facilitation and ongoing monitoring. Services may be comprehensive or limited as agreed and include portfolio management for individual clients, with a stated minimum investment requirement and an annual flat-fee billing arrangement.
The firm generally follows a strategic allocation approach across public securities and alternative investments, including venture capital, real estate and international private placements, and discloses the risks and potential illiquidity of those products. While FM Capital Group may exercise discretion, it states that it typically obtains client approval on transactions before execution, reflecting a largely non-discretionary working relationship with clients.
FM Capital Group combines several features that distinguish it from many small advisers: it charges a performance-based carried-interest fee on private placement investments in addition to fixed annual advisory fees, and it produces educational content and outreach such as workshops, radio broadcasts and published analysis for clients and prospects. The firm manages a modest amount of client assets across a small number of individual and group clients and may hold custody of client funds, which places its service mix and fee arrangements outside more common patterns for peers of similar size.
Client services
Expertise
Occupation focus
Fee options
Flat annual fee starting at $1,500 plus $500 retainer fee at signing
20% of carried interest profits on private placement investments only; no performance fees on securities investments
Account minimum: $5,000 Minimum fee: Upwards from $1,500 annual fee, billed annually in arrears; $500 retainer fee due at signing Fee-only: Flat fee for consulting and advising services, starting at $1,500 annually
Main office
1305 Franklin Street, Suite 250
Oakland CA 94612
Advisors at this office
1
Most active in
California
Also doing business as
Fm Capital Group · Fm Capital Group LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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