CARTENNA CAPITAL
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 307688
- Registered since
- April 3, 2020
- Website
- cartennacapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Cartenna Capital is a privately structured hedge fund organized as a limited partnership and registered with the SEC in 2020. It serves institutional investors and focuses on managing pooled funds rather than providing individual retail advisory. The firm charges a management fee based on assets under management alongside performance-based compensation and acts as sponsor/GP and managing member for the vehicles it runs. Cartenna does not present itself as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Owners & executives
1 of 1PETER AVELLONE
CIO, FounderCRD 4983258
Contacts
3 of 4SEAN MCDUFFY
PresidentCRD 2931320
RYAN MOLLOY
PartnerCRD 4270770
DAVID HOFFMAN
PartnerCRD 6528126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$149M in ETFs
100%
$149M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) RETAIL ETF (XRT) | State Street | Passive | Consumer Cyclical | $60.4M | 750,000 | 40.58% |
Location
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, 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
- FAIRFIELD
- Address
- 263 Tresser Blvd
- Time zone
- ET (UTC-5)
- Office locations
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