Cartenna Capital

RIASEC RegisteredEst. 2020
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$107M
Accounts
22
Employees
9
Advisory reps
5

Firm details

Headquarters
Stamford, Connecticut
CRD number
307688
Registered since
April 3, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cartenna Capital is a limited partnership that operates as a hedge fund and provides portfolio management for pooled investment vehicles. The firm is SEC-registered (since 2020) and serves an institutional client base. It collects management fees expressed as a percentage of assets under management and charges performance-based fees. Cartenna Capital also acts as a sponsor/GP and managing member of pooled vehicles rather than acting as a broad capital allocator. The firm does not identify as an active ESG investor and is not set up as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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
  • Peter Avellone

    Peter Avellone

    CIO, FounderCRD 4983258

Contacts

3 of 4
  • Sean Mcduffy

    PresidentCRD 2931320

  • Ryan Molloy

    Ryan Molloy

    PartnerCRD 4270770

  • David Hoffman

    PartnerCRD 6528126

Unlock 1 more contacts

Wealth teams

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth