MEDIT CAPITAL PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
328405
Registered since
October 27, 2023

Firm profile

FINTRX

Overview

Medit Capital Partners is a limited partnership that registered with the SEC in 2023 and is organized to act as a commodity pool operator (CPO) and commodity trading advisor (CTA). The firm also functions as a sponsor and general partner or managing member of pooled investment vehicles. Its regulatory profile and product mix indicate a focus on pooled, manager-led strategies rather than traditional advisory relationships with individual retail clients. The firm is not designated an active ESG investor and is not registered as a multi-state adviser. The combination of CPO/CTA registration and sponsorship responsibilities points to an emphasis on derivative-based, manager-driven investment programs. That structure typically supports strategies where the manager centralizes trading and risk decisions inside a fund vehicle rather than offering separate managed accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • PHILLIP AUSTERN

    Co-Chief Investment OfficerCRD 2626926

  • ALEX HOFFER

    Co-Chief Investment OfficerCRD 6082965

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
11 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth