Advantage Capital Management

RIASEC RegisteredEst. 2014

Total AUM

$8.3B

Discretionary

$8.1B

98% of AUM

Avg account

$115M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 171128
Registered since: May 14, 2014
Website: acap.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Insurance Companies94.65%
Pooled Investment Vehicles5.35%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Advantage Capital Management is an institutional registered investment adviser organized as an LLC and SEC-registered since 2014. The firm focuses on managing portfolios for pooled investment vehicles and for business or institutional clients rather than individual retail investors. Its compensation combines a percentage-of-assets model with performance-based fees, consistent with running pooled funds and bespoke institutional mandates. The firm does not present itself as an ESG-focused investor, and it does not act as a pension consultant. Documented industry relationships include affiliations with a broker-dealer, another investment adviser, and an insurance company.