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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 703-758-2270 or by fax 703-758-2522. The normal business hours are 9:30 a.m. to 4:30 p.m. on Monday - Friday.