Aventail Capital Group, LP

RIASEC RegisteredEst. 2021
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$232M
Accounts
11
Employees
23
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
306333
Registered since
July 29, 2021
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aventail Capital Group, LP is a U.S.-domiciled limited partnership that operates as a hedge fund manager and commodity pool/CTA. The firm is SEC-registered (since 2021) and serves primarily institutional clients while acting as sponsor, general partner and managing member of pooled vehicles. Its advisory work focuses on portfolio management for pooled investment vehicles rather than acting as a broad capital allocator. The firm charges percentage-of-AUM fees alongside other fee arrangements and identifies as an active ESG investor. Business activities reported include commodity pool or CTA services, which suggests involvement with futures or commodity-linked strategies alongside its pooled-vehicle hedge fund operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • John Lee

    John Lee

    Chief Operating Officer & Chief Compliance OfficerCRD 6027500

Contacts

3 of 3
  • Craig Lucas

    Craig Lucas

    AnalystCRD 1657554

  • Sean Grant

    Sean Grant

    Co-FounderCRD 4685721

  • Sameer Sethna

    Sameer Sethna

    Co-FounderCRD 4302814

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1370 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth