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 operates as a limited partnership organized as a hedge fund and registered with the SEC in 2020. The firm serves institutional clients and runs pooled investment vehicles, acting as sponsor and general partner on its funds. Its compensation is a mix of AUM-based fees and performance fees. Cartenna does not identify as an active ESG investor and is focused on managing concentrated investment vehicles rather than providing multi-state advisory retail services.

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

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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ETF holdings

1 of 3

Active vs passive

$149M in ETFs

Passive

100%

$149M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) S&P(R) RETAIL ETF (XRT)State StreetPassiveConsumer Cyclical$60.4M750,00040.58%

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