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 LLC that registered with the SEC in 2014 and serves institutional clients. The firm provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its fee schedule combines a percentage of assets under management with performance-based fees, and it does not position itself as a capital allocator to third‑party managers. The firm is not identified as an active ESG investor and does not report multistate adviser status. Industry affiliations include relationships with a broker‑dealer, another investment adviser, and an insurance company.