ESTUARY CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2022
Total AUM
$854M
Discretionary
$854M
100% of AUM
Avg account
$285M
Accounts
3
Employees
13
Advisory reps
3

Firm details

Headquarters
WAYZATA, Minnesota
CRD number
323379
Registered since
December 15, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Estuary Capital Management LP is a hedge fund organized as a limited partnership and registered with the SEC in 2022. The firm serves institutional clients and operates as a manager of pooled investment vehicles, with business registrations and activities that include roles as a sponsor, general partner, or managing member. It is also registered as a CPO/CTA. Compensation is a combination of a percentage-of-assets management fee and performance-based fees. Estuary does not market itself as an active ESG investor and is not flagged 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

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JEFFREY ANNECCHINO

    COO & CCOCRD 1316713

  • MARGARET MANGELSEN

    Chief Operating OfficerCRD 4613464

Contacts

1 of 1
  • ANDREW WARFORD

    Managing PartnerCRD 6179664

Wealth teams

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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

WAYZATA, MN

HENNEPIN

Location

WAYZATA, MN

Headquartered in WAYZATA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
308 Walker Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth