ISZO CAPITAL MANAGEMENT LP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
314316
Registered since
February 16, 2024

Firm profile

FINTRX

Overview

Iszo Capital Management LP is a small, limited‑partnership investment adviser that operates as a CPO/CTA and as a sponsor, general partner or managing member of pooled investment vehicles. The firm appears oriented toward alternative strategies and active trading rather than a traditional wealth-management boutique. Its SEC registration in 2024 and its business classification point to a manager that runs pooled vehicles and may trade futures, swaps or other commodity‑linked instruments consistent with CPO/CTA activity. Public filings show a concentrated public equity position and a meaningful footprint in private fund management. The mix of proprietary hedge fund management plus use of third‑party alternative managers and mutual funds suggests Iszo Capital blends internally managed hedge strategies with outsourced alternative exposure for diversification and cash management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • BRIAN SHEEHY

    PresidentCRD 6049020

Wealth teams

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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

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
405 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth