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
Website
findell.us
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 structured as a limited liability company and operates as a hedge fund manager focused on institutional clients. The firm registered with the SEC in 2024 and is owned by a mix of a domestic entity and an individual. Its business model centers on pooled investment vehicles: it acts in CPO/CTA capacities and provides portfolio management for those vehicles, and it also serves as sponsor, general partner, or managing member of funds it runs. Fee arrangements combine a percentage-of-AUM charge with performance-based fees. The firm is not positioned as an ESG investor and is not classified 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

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