Kerrisdale Capital Management, LLC

RIASEC RegisteredEst. 2012

Total AUM

$448M

Discretionary

$448M

100% of AUM

Avg account

$74.6M

Accounts

6

Employees

4

Advisory reps

2

Firm details

Headquarters: Miami Beach, Florida
CRD number: 160804
Registered since: March 27, 2012
Website: www.kerrisdalecap.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kerrisdale Capital Management, LLC is an SEC-registered hedge fund organized as a limited liability company and registered in 2012. The firm is individually owned and targets institutional clients. Its advisory work centers on managing pooled investment vehicles and it also serves in sponsor and general partner capacities for pooled funds; regulatory filings indicate it can act as a CPO/CTA where applicable. The firm charges both asset-based fees and performance-based fees. Kerrisdale is not flagged as an active ESG investor and is not classified as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Edward Gu
Chief Financial OfficerCRD 5685827
Sahm Adrangi
Chief Investment OfficerCRD 4837657

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$2.2M in ETFs

Passive

100%

$2.2M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR GOLD TRUST (GLD)	State Street	Passive	Commodities Focused	$2.2M	5,950	100.00%

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: Miami Dade
Address: 1000 5th St
Time zone: ET (UTC-5)
Office locations

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