Davern Capital Partners, LP

RIASEC RegisteredEst. 2025
Total AUM
$715M
Discretionary
$715M
100% of AUM
Avg account
$238M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
323018
Registered since
August 11, 2025
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Sovereign Wealth Funds92.29%
  • Pooled Investment Vehicles7.71%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Davern Capital Partners, LP is organized as a limited partnership and operates as a hedge-fund manager that serves institutional clients. The firm is registered with the SEC (registration year 2025) and reports advisory activity focused on managing pooled investment vehicles and portfolios for businesses or institutions. Its compensation model combines a percentage-of-assets fee with performance-based fees. Filings indicate the firm also functions in commodity-related roles and as a sponsor/GP of pooled vehicles, so its operational scope includes both portfolio management for funds and commodity pool/CTA activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Elie Kobrin

    Founder & CIOCRD 5378952

Contacts

1 of 1
  • Susanna Schankler

    President & PartnerCRD 7688122

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

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
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth