CANAL ROAD CAPITAL, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.3B
Discretionary
$661M
52% of AUM
Avg account
$420M
Accounts
3
Employees
16
Advisory reps
5

Firm details

Headquarters
MIAMI, Florida
CRD number
327488
Registered since
October 19, 2023
Custodians
BANK OF MONTREAL, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles52.43%
  • Banking / Thrift Institutions39.64%
  • Insurance Companies7.93%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Canal Road Capital, LLC is a private equity manager that runs pooled investment vehicles for institutional clients. The firm concentrates on managing a single private equity program while acting as sponsor, general partner and managing member of its funds. Its advisory mandate covers portfolio management for pooled vehicles and for business or institutional balance sheets, and its compensation includes a percentage-of-assets fee plus performance-based fees tied to fund results. Canal Road Capital is not an active ESG investor and does not operate as a multi-state or pension consultant adviser. Investment activity is centered on private market strategies with a focus on private equity and complementary private credit allocations. The firm structures capital through its advised private equity fund and typically takes an active ownership role rather than operating as a passive allocator. Its client base is institutional, and its underwriting and portfolio oversight reflect a fund-level, sponsor-driven approach.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • PETER COHEN

    Chief Compliance OfficerCRD 6482910

  • MICHAEL DAMASO

    Co-CEO and CIOCRD 2773502

  • BENJAMIN SCLATER

    Chief Financial OfficerCRD 6366674

Contacts

2 of 2
  • JAMES KUDRAKO

    Head of OperationsCRD 3151890

  • DONALD YOUNG

    FounderCRD 5851913

Wealth teams

FINTRX

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

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
830 Brickell Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth