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 and SEC-registered in 2023. The firm acts as a capital allocator and provides portfolio management across client types, servicing individuals and families as well as institutional and business clients. Its advisory scope includes managing separate accounts, pooled investment vehicles and selecting other managers; the firm also identifies itself as operating in CPO/CTA activities. The firm uses a mix of fee arrangements — percentage of assets under management, fixed fees and performance-based fees among them — and does not classify itself as an active ESG investor. Ownership is reported as a combination of a foreign entity and an individual.