Farley Capital

RIASEC RegisteredEst. 2012
Total AUM
$250M
Discretionary
$250M
100% of AUM
Avg account
$83.4M
Accounts
3
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
157747
Registered since
March 8, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Farley Capital is organized as a limited partnership and operates as a hedge fund manager registered with the SEC since 2012. The firm provides portfolio management for pooled investment vehicles and acts as sponsor, general partner, and managing member of those vehicles rather than functioning as a pure capital allocator. Its client base is institutional, and its fee schedule combines a percentage of assets under management with performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

1 of 1
  • Evelyn Allende

    Evelyn Allende

    Chief Compliance OfficerCRD 7251085

Contacts

2 of 2
  • Andrei Stetsenko

    PartnerCRD 8206077

  • Stephen Farley

    Managing PartnerCRD 1308040

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.7M in ETFs

Passive

100%

$1.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI CHINA ETF (MCHI)BlackRockPassiveChina Region$1.7M34,220100.00%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth