Elequin Capital, LP

RIASEC RegisteredEst. 2024

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$516M

Accounts

4

Employees

30

Advisory reps

4

Firm details

Headquarters: New York, New York
CRD number: 308371
Registered since: April 18, 2024
Fee structure: Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Elequin Capital, LP is organized as a limited partnership and operates as a hedge fund manager focused on pooled investment vehicles. The firm acts in a CPO/CTA capacity and provides portfolio management for its private funds, charging performance-based fees and serving an institutional client base. Elequin Capital is SEC-registered (2024) and is affiliated with a broker-dealer. The manager does not present itself as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

James Finlayson
Chief Operating OfficerCRD 3096527
Fiona Connell
Chief Financial OfficerCRD 7842506

Contacts

2 of 2

Christopher Crotty
Managing Director & PartnerCRD 2488082
Peter Gutierrez
Portfolio ManagerCRD 2933355

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 187

Active vs passive

$279M in ETFs

Passive

44%

$123M

Active

37%

$156M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB)	BlackRock	Passive	Muni National Short	$12.5M	117,318	4.48%

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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: 1333 Broadway
Time zone: ET (UTC-5)
Office locations

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