Mac Alpha Capital Management, LP

RIASEC RegisteredEst. 2024
Total AUM
$938M
Discretionary
$938M
100% of AUM
Avg account
$58.6M
Accounts
16
Employees
8
Advisory reps
4

Firm details

Headquarters
Tampa, Florida
CRD number
311412
Registered since
May 2, 2024
Custodians
STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers91.64%
  • Pooled Investment Vehicles8.36%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mac Alpha Capital Management, LP is a hedge fund–style investment manager that serves institutional clients. The firm is organized as a limited partnership and is registered with the SEC as of 2024. Its business model combines asset-based fees with performance-based compensation. Advisory services focus on portfolio management for pooled investment vehicles and on managing portfolios for businesses or institutional investors. The firm indicates it is not an active ESG investor and is not designated as a multi-state adviser. Mac Alpha also functions on the sponsor/manager side of pooled vehicles: it has roles consistent with a CPO/CTA or sponsor, and it acts as a general partner/managing member for funds it advises. Ownership is listed as a domestic entity and individual, and the firm’s client base is institutional rather than retail.

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: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 4
  • Mark Cooper

    Mark Cooper

    Chief Investment OfficerCRD 6345714

  • Jema Cooper

    CEOCRD 7310768

  • Thomas Luke

    President and Chief Risk OfficerCRD 2539996

Unlock 1 more executives →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
4830 W Kennedy Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth