Caprice Capital Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 307048
- Registered since
- May 4, 2020
- Website
- capricecapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles67.09%
- Insurance Companies32.91%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Caprice Capital Partners, LLC is a hedge fund–style investment adviser that focuses on managing pooled investment vehicles and providing portfolio management services to institutional clients. The firm operates with a fee structure that includes a percentage of assets under management and performance-based fees, indicating an active, incentive-aligned approach to pursuing returns. Its regulatory profile shows SEC registration in 2020 and a domestic, single-entity ownership structure. Investment activity centers on fund-based strategies rather than retail advisory mandates. The firm serves as an adviser and sponsor and also acts as a general partner and managing member of pooled vehicles, which suggests it builds and runs its own funds while selectively allocating to third-party managers. Caprice does not position itself as an ESG investor and does not report multi-state adviser status or pension consultant activity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1Michael Vinci
Chief Financial OfficerCRD 6027878
Contacts
1 of 1
Richard Thomson
Managing Partner and FounderCRD 7220874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Pacific Specialty Investment Group, LLC
RIANewport Beach, CA
Dewitt Capital Management
RIACollegeville, PA
Lang & Becker, Inc.
RIAWashington, MO
O'Donnell Wealth Management
RIACody, WY
Giving Tree Wealth Advisors
RIASan Ramon, CA
Davies Financial Advisors, Inc.
RIAMurrieta, CA