FINDELL CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2024
Total AUM
$376M
Discretionary
$376M
100% of AUM
Avg account
$93.9M
Accounts
4
Employees
3
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
307394
Registered since
April 18, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Findell Capital Management LLC is an SEC-registered hedge fund organized as a limited liability company and registered in 2024. The firm targets institutional clients and operates primarily as a manager of pooled vehicles, functioning in roles typical for sponsors, general partners and managing members. It identifies as a CPO/CTA and provides portfolio management for pooled investment vehicles rather than acting as an external capital allocator. Fee arrangements combine a percentage-of-AUM management fee with performance-based compensation. Ownership is listed as a mix of a domestic entity and an individual. Findell does not position itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

3 of 3
  • JANE SHAHMANESH

    Chief Compliance OfficerCRD 4264734

  • Brian Finn

    Founder & CIOCRD 7228822

  • Ryan Voerg

    Chief Financial Officer and Chief Operating OfficerCRD 7915474

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

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
88 Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth