Kize Capital LP

RIASEC RegisteredEst. 2019
Total AUM
$265M
Discretionary
$265M
100% of AUM
Avg account
$44.2M
Accounts
6
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
305608
Registered since
December 12, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles92.98%
  • Insurance Companies7.02%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kize Capital LP is a limited partnership operating as a hedge fund that registered with the SEC in 2019. The firm serves institutional clients and charges a combination of asset-based fees and performance fees. Its stated business activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles as well as for businesses and institutions. Kize is organized with both a domestic entity and an individual ownership component, and it is not positioned as a capital allocator or an ESG-focused manager. On the operational side, the firm also functions in sponsor and general partner roles and is listed as a managing member of pooled investment vehicles. That alignment suggests Kize runs its own pooled products in addition to providing advisory services to institutional accounts.

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: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Daniel Moss

    CEO and Portfolio ManagerCRD 4688149

  • Jacqueline Walsh

    Jacqueline Walsh

    Chief Compliance OfficerCRD 7249454

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
333 Hudson St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth