FITZWALTER CAPITAL (US) LLC

RIASEC RegisteredEst. 2021
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$319M
Accounts
10
Employees
9
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
311629
Registered since
January 4, 2021
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fitzwalter Capital (US) LLC is a small, institutionally focused adviser that concentrates on managing pooled investment vehicles. The firm operates as an adviser and sponsor, taking GP and managing-member roles in the funds it manages. Its business model centers on portfolio management for investors organized through pooled structures rather than on retail advisory relationships. Investment activity tilts toward privately negotiated strategies and third‑party manager allocations rather than broad public-market stock selection. The firm is not positioned as an active ESG investor and uses a fixed‑fee compensation model. Fitzwalter Capital (US) LLC is SEC‑registered (since 2021) and is owned through a combination of foreign entity and individual ownership.

Assets & Accounts

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

1 of 1
  • Esther Scott

    COOCRD 7329638

Contacts

3 of 4
  • KEITH PAGE

    PartnerCRD 5519267

  • HAYDEN JONES

    PartnerCRD 2906396

  • DAVID LIGHT

    PartnerCRD 5127882

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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
106 W 56th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth