FRY'S PATH CAPITAL, LLC

RIASEC Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$2.5M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
CHARLOTTESVILLE, Virginia
CRD number
300498
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Fry's Path Capital, LLC is a small, privately owned limited liability company that functions as a capital allocator for institutional clients. The firm’s business model centers on selecting third‑party managers and acting as sponsor/GP or managing member of pooled investment vehicles. It charges a mix of fixed and performance‑based fees and lists "selection of other advisers" among its primary advisory activities. The firm does not present itself as an ESG investor, is not registered as a multistate adviser, and does not identify as a pension consultant. Fry's Path appears to operate as an operationally concentrated boutique rather than a broad retail RIA: its client base is institutional and its organizational footprint is limited. The firm’s structure and stated activities suggest a focus on sourcing, packaging and overseeing external alternative managers while retaining sponsor/GP roles for at least some vehicles it runs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Contacts

2 of 2
  • Morgan Fleites

    Senior AssociateCRD 7686977

  • Joseph Andrasko

    Managing MemberCRD 7123800

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

CHARLOTTESVILLE, VA

CHARLOTTESVILLE CITY

Location

CHARLOTTESVILLE, VA

Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.

Region
South
County
CHARLOTTESVILLE CITY
Address
427 Park St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth