Candelo Capital Management LP

RIASEC Registered
Total AUM
$178M
Discretionary
$178M
100% of AUM
Avg account
$59.4M
Accounts
3
Employees
5
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
307389
Registered since
July 29, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Candelo Capital Management LP is a limited partnership that operates as a hedge fund manager serving institutional clients. The firm is SEC-registered (2024) and reports fee arrangements that combine a percentage of assets under management with performance-based compensation. Candelo is listed as performing CPO/CTA activities and provides portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member of its collective investment structures. The firm does not identify as an active ESG investor and is not described as a capital allocator or pension consultant.

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
  • Alex Lee

    CFO & CCOCRD 7415611

Contacts

1 of 1
  • John McMongale

    Founder & Managing PartnerCRD 7222713

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

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
400 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth