Capula Investment US LP

RIASEC RegisteredEst. 2012
Total AUM
$137B
Discretionary
$137B
100% of AUM
Avg account
$17.2B
Accounts
8
Employees
80
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
157589
Registered since
March 30, 2012
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Other
Client types
  • Pooled Investment Vehicles99.98%
  • Other0.02%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Capula Investment US LP is a limited partnership that has been SEC-registered since 2012. The firm operates primarily as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. Its client base is institutional rather than retail, and the firm reports a nonstandard fee structure. Capula is not identified as an active ESG investor and does not present itself as a capital allocator. Regulatory and industry filings also list Capula in roles beyond the CPO/CTA designation, including affiliations with broker-dealers, other investment advisers, and as sponsor/GP/managing member of pooled vehicles. That mix of activities is consistent with a manager that runs proprietary pooled funds and may also engage with third-party distribution or advisory arrangements.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Nathan Tranter

    Chief Compliance OfficerCRD 8115203

Contacts

1 of 1
  • Mark Barnett

    Head of TreasuryCRD 6511962

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth