Transcapital Fund Advisors LLC (Reston)

Transcapital Fund Advisors LLC is a related adviser based in Reston. It manages $5.66 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey, North Carolina, and Virginia.

Transcapital Fund Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Transcapital Fund Advisors: assets under management

The assets under management (AUM) of Transcapital Fund Advisors LLC is $5.66 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $5.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $808.57 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Transcapital Fund Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Transcapital Fund Advisors LLC

Joseph Francis Campagna has been acting as President since 1 Jan 2000. Gary Shaw Arthur joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Francis Campagna	Chairman	1 Jan 2000	Other	1782270
James Fredrick Palumbo	Chief executive officer	1 Jan 2000	Other	2645861
Gary Shaw Arthur	Managing director	1 Jan 2000	Other	7857
Robert Uritis	Managing director	1 Jan 2000	Other	2634608
Juliana Campagna	Member	1 Jan 2000	Other	4384157

Based in Reston

The principal office where Transcapital Fund Advisors LLC performs its advisory services is located at 11490 Commerce Park Drive, Suite 500, Reston, VA 20191, which is also the mailing address of the firm. An additional office of the firm is in Asheville, NC. It doesn’t run an office outside of the United States.