33 CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2023

Total AUM

$113M

Discretionary

$98.9M

88% of AUM

Avg account

$12.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: GREENWICH, Connecticut
CRD number: 326780
Registered since: June 20, 2023
Website: 33capitalmanagement.com
Custodians: ARAB BANK, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles68.4%
HNWI14.6%
Other Investment Advisers12.3%
Corporations / Businesses4.7%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

33 Capital Management LLC is an independent registered investment adviser organized as an LLC that acts as an active capital allocator for both individual/family and institutional clients. The firm provides discretionary portfolio management across separately managed accounts and pooled vehicles, advises private funds and selects third‑party advisers when appropriate. It also conducts CPO/CTA activity and charges a mix of percentage‑of‑AUM, fixed and performance‑based fees, reflecting a hybrid advisory and manager role. The firm’s ownership structure includes both an individual and a foreign entity. Investment activity shows a clear tilt toward equities for direct public exposure while a meaningful portion of its resources are allocated to private and alternative strategies via the firm’s own funds and third‑party managers. The adviser is not identified as an active ESG investor.