Istari Capital Management LP

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
5
Advisory reps
2

Firm details

Headquarters
Santa Monica, California
CRD number
344003
Registered since
September 21, 2026
Fee structure
Percentage of AUM, Other
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Istari Capital Management LP is a newly registered SEC adviser formed as a limited partnership in 2026. The firm positions itself as a manager and sponsor of pooled investment vehicles, servicing an institutional client base. Its regulatory profile and business description identify activity as a commodity pool operator (CPO) and/or commodity trading advisor (CTA), with advisory services focused on portfolio management for pooled funds. Fee arrangements include a percentage-of-AUM component plus other fee elements, and the firm does not report being an active ESG investor. Istari is structured to act not only as investment manager but also as sponsor, general partner, or managing member of pooled vehicles, suggesting control over fund structuring and governance in addition to day-to-day portfolio management. The organization is classified as unclassified in the snapshot data and is described as a domestic entity and individual ownership mix.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • William Todebush

    CRD 5336388

  • Jason Lupatkin

    CRD 8326986

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Santa Monica, CA

Los Angeles

Location

Santa Monica, CA

Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
100 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth