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 a hedge fund structured as a limited partnership that serves institutional clients. The firm is SEC‑registered (2024) and operates with performance‑based fees while conducting commodity pool operator/commodity trading advisor activities and offering portfolio management for pooled investment vehicles. Ownership is listed as individual and the firm also maintains an industry affiliation with a broker‑dealer.

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

Owners & executives

2 of 2
  • Fiona Connell

    Chief Financial OfficerCRD 7842506

  • James Finlayson

    James Finlayson

    Chief Operating OfficerCRD 3096527

Contacts

2 of 2
  • Peter Gutierrez

    Peter Gutierrez

    Portfolio ManagerCRD 2933355

  • Christopher Crotty

    Christopher Crotty

    Managing Director & PartnerCRD 2488082

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 187

Active vs passive

$279M in ETFs

Passive

44%

$123M

Active

37%

$156M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB)BlackRockPassiveMuni National Short$12.5M117,3184.48%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth