Elequin Capital, LP

RIASEC Registered

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
Website: www.elequincapital.com
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 that primarily serves institutional clients. The firm registered with the SEC in 2024 and is owned by an individual. Its business activities include acting as a commodity pool operator or commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles. Elequin charges performance-based fees and does not market itself as an ESG investor or a multi-state adviser. The firm also maintains an affiliation with a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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