GENERAL EQUITY HOLDINGS LP

RIASEC RegisteredEst. 2018
Total AUM
$310M
Discretionary
$310M
100% of AUM
Avg account
$103M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
Brooklynn, New York
CRD number
287823
Registered since
March 1, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

General Equity Holdings LP is a hedge fund organized as a limited partnership that registered with the SEC in 2018 and serves institutional clients. The firm acts as a sponsor/GP and performs portfolio management for pooled investment vehicles; it is also identified as a CPO/CTA. Fee arrangements combine a percentage of assets under management with performance-based fees. Ownership is recorded as a mix of a domestic entity and an individual. The firm does not report itself as an active ESG investor and is not 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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ELIZABETH KOSTOLANSKY

    COO, CCO, CFOCRD 2406353

Contacts

1 of 1
  • ANDREW BELLAS

    Managing PartnerCRD 4689594

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

Brooklynn, NY

KINGS

Location

Brooklynn, NY

Headquartered in Brooklynn, 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
KINGS
Address
45 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth