DOMA PERPETUAL CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$308M
Discretionary
$308M
100% of AUM
Avg account
$103M
Accounts
3
Employees
4
Advisory reps
3

Firm details

Headquarters
MIAMI, Florida
CRD number
321046
Registered since
June 9, 2022
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles80.79%
  • Charitable Organizations19.21%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Doma Perpetual Capital Management LLC is a hedge-fund–style investment adviser organized as an LLC and SEC-registered in 2022. The firm serves institutional clients and operates as a sponsor/GP and managing member of pooled investment vehicles. Its regulatory/operational footprint includes CPO/CTA activities and portfolio management for pooled vehicles and for businesses or institutional investors. Compensation combines a percentage-of-AUM component with performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2
  • Eric de Armas

    CFO & CCOCRD 7313940

  • PEDRO ESCUDERO

    CIO & CEOCRD 4424406

Contacts

1 of 1
  • ADRIAN ENVERGA

    Managing PrincipalCRD 2762391

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

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
3350 Virginia St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth