H/2 CAPITAL PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$4.5B
Discretionary
$4.5B
100% of AUM
Avg account
$753M
Accounts
6
Employees
18
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
133693
Registered since
March 26, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

H/2 Capital Partners is a limited partnership formed in 2012 that operates as a hedge fund manager serving institutional clients. The firm manages pooled vehicles and performs portfolio management for those funds while also functioning in commodity pool operator/commodity trading advisor (CPO/CTA) capacities. Its governance and operational profile includes acting as sponsor, general partner, or managing member of its investment vehicles. Compensation for management combines a percentage-of-assets fee with performance-based economics. The firm does not describe itself as an active ESG investor.

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

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Client base

Client personas

Owners & executives

2 of 2
  • ALYSSA PETRENKO

    Senior Counsel/chief Compliance OfficerCRD 6923706

  • SPENCER HABER

    Chief Executive OfficerCRD 2171001

Contacts

1 of 1
  • AARON WARUM

    Managing DirectorCRD 6460111

Wealth teams

FINTRX

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

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, 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
FAIRFIELD
Address
680 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth