HYPATIA CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$6.9M
Discretionary
$6.9M
100% of AUM
Avg account
$6.9M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
311411
Registered since
September 12, 2022
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Hypatia Capital Management LLC is a small, SEC-registered investment adviser organized as a limited liability company and listed as having both a domestic-entity and individual owner. The firm registered with the SEC in 2022 and reports an institutional client base. Its stated advisory activity is portfolio management for investment companies, and it charges fees based on a percentage of assets under management. Hypatia does not identify itself as a capital allocator, is not an active ESG investor, and is not designated as a multistate adviser.

Assets & Accounts

Investments & Alternatives

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
  • John Grenawalt

    Chief Operating OfficerCRD 6394102

Contacts

1 of 1
  • PATRICIA LIZARRAGA

    Managing PartnerCRD 1931109

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
430 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth