Egis Capital Partners LP

RIASEC RegisteredEst. 2026
Total AUM
$161M
Discretionary
$161M
100% of AUM
Avg account
$32.2M
Accounts
5
Employees
4
Advisory reps
2

Firm details

Headquarters
Summit, New Jersey
CRD number
306123
Registered since
July 20, 2026
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Egis Capital Partners LP is organized as a limited partnership and operates as a private equity fund sponsor and manager. The firm is SEC-registered (2026) and targets institutional clients rather than acting as a capital allocator. Its advisory activity centers on portfolio management for pooled investment vehicles, and it serves in sponsor/GP and managing-member roles for those vehicles. The firm’s fee mix includes asset-based fees, fixed fees, and performance-based compensation. Egis Capital Partners LP does not describe itself as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

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

Owners & executives

1 of 1
  • Christina DiNoto

    Chief Administrative OfficerCRD 7195162

Contacts

1 of 1
  • Robert Chefitz

    Robert Chefitz

    Managing PartnerCRD 7212184

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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Location

Primary office

Summit, NJ

Union

Location

Summit, NJ

Headquartered in Summit, NJ, 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
Union
Address
35 Beechwood Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth