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, institutionally focused registered investment adviser that acts as a capital allocator for institutional clients. The firm charges a combination of fixed and performance-based fees and concentrates on selecting other advisers rather than operating as a traditional retail wealth manager. It does not position itself as an ESG-focused or multi-state adviser and is structured as a limited liability company owned by an individual. The firm also serves as sponsor, general partner, and managing member of pooled investment vehicles, indicating direct involvement in running private funds alongside its adviser-selection activity.

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

Contacts

2 of 2
  • Morgan Fleites

    Morgan Fleites

    Senior AssociateCRD 7686977

  • Joseph Andrasko

    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