Defilade Capital Management, L.P.

RIASEC RegisteredEst. 2025
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$516M
Accounts
3
Employees
7
Advisory reps
3

Firm details

Headquarters
Emeryville, California
CRD number
337997
Registered since
August 27, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Defilade Capital Management, L.P. is a limited partnership structured as a hedge fund that manages pooled vehicles for institutional investors. The firm is registered with the SEC (registration year 2025) and operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and as sponsor/GP/managing member of its pooled vehicles. Its clientele is institutional, and its compensation combines a percentage of assets under management with performance-based fees. Defilade does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

3 of 3
  • Patrick Metke

    Chief Compliance Officer and Chief Operating OfficerCRD 8140098

  • Mark LaPorta

    Chief Data ScientistCRD 8140107

  • Jonathan Forman

    Chief Investment OfficerCRD 5336242

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

Emeryville, CA

Alameda

Location

Emeryville, CA

Headquartered in Emeryville, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Alameda
Address
6001 Shellmound St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth