Istari Capital Management LP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2William Todebush
CRD 5336388
Jason Lupatkin
CRD 8326986
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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