Garnet Equity Capital Holdings, Inc.

RIASEC RegisteredEst. 2013
Total AUM
$339M
Discretionary
$339M
100% of AUM
Avg account
$170M
Accounts
2
Employees
7
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
161948
Registered since
June 21, 2013
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Garnet Equity Capital Holdings, Inc. is an SEC-registered investment firm formed in 2013 that operates as a hedge fund and corporate sponsor/manager of pooled vehicles. The firm serves institutional clients and provides portfolio management for pooled investment vehicles; it also functions as a general partner and managing member for its sponsored funds. Its fee model includes a percentage-of-assets component alongside performance-based fees and other fee arrangements. Garnet does not present itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Gabriel Oliveri

    Gabriel Oliveri

    Chief Financial OfficerCRD 2281319

Contacts

3 of 3
  • David Cohen

    SecretaryCRD 1788866

  • Joseph Cohen

    PresidentCRD 1765362

  • Abraham Shamah

    FounderCRD 4464294

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$2.1M in ETFs

Passive

100%

$2.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPROTT URANIUM MINERS ETF (URNM)SprottPassiveNatural Resources$2.1M39,686100.00%

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
575 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth