Irth Capital Management, LP

RIASEC RegisteredEst. 2024
Total AUM
$218M
Discretionary
$178M
81% of AUM
Avg account
$43.7M
Accounts
5
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
330696
Registered since
July 19, 2024
Custodians
GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC., DEUTSCHE BANK SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Other85.03%
  • Pooled Investment Vehicles14.97%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Irth Capital Management, LP is an institutional RIA that provides portfolio management for pooled investment vehicles and serves an institutional client base. The firm is organized as a limited partnership and was registered with the SEC in 2024; filings indicate it is not categorized as a newly formed adviser. Its reported fee arrangements include asset-based fees and performance-based fees, along with other fee components. Irth Capital also acts as sponsor, general partner, or managing member of pooled vehicles, reflecting an operational role beyond third-party manager allocation. The firm does not identify as an active ESG investor and is not a multi-state adviser per available records.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 78%, Derivatives 22%78%
  • Exchange Traded Equities78%
  • Derivatives22%

Owners & executives

2 of 2
  • Frank Bosco

    Chief Operating Officer, Chief Financial Officer, and Chief Compliance OfficerCRD 5795046

  • Waqas Ahmad

    Chief Compliance ManagerCRD 5426615

Contacts

1 of 1
  • Matthew Bradshaw

    Matthew Bradshaw

    Executive ChairmanCRD 4662730

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
1 Hanover Sq
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth