Hoplon Asset Management, L.P.

RIASEC RegisteredEst. 2025
Total AUM
$170M
Discretionary
$170M
100% of AUM
Avg account
$56.7M
Accounts
3
Employees
7
Advisory reps
5

Firm details

Headquarters
Greenwich, Connecticut
CRD number
318798
Registered since
January 16, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hoplon Asset Management, L.P. is a limited partnership that operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm is SEC-registered (registration noted for 2025) and is structured with both a domestic entity and an individual owner. Its business mix includes acting as general partner and sponsor of pooled vehicles and holding broker-dealer and managing-member affiliations tied to its fund activities. Advisory activity is centered on portfolio management for pooled investment vehicles rather than direct wealth management for households. The firm charges a traditional private equity-style fee mix: a percentage of assets under management combined with performance-based fees. Hoplon does not identify itself as an active ESG investor and is not described as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Joyce Lapreta

    Chief Compliance OfficerCRD 1567415

Contacts

3 of 4
  • Christopher Walters

    PresidentCRD 5826991

  • Maria Amoedo

    ControllerCRD 2215835

  • Scott Grummon

    Scott Grummon

    General CounselCRD 7442248

Unlock 1 more contacts

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

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, 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
81 Holly Hill Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth