MENDON CAPITAL ADVISORS CORP

RIASEC RegisteredEst. 1999
Total AUM
$254M
Discretionary
$254M
100% of AUM
Avg account
$84.6M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
KEY LARGO, Florida
CRD number
113058
Registered since
May 14, 1999
Custodians
RBC CLEARING AND CUSTODY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies91.53%
  • Pooled Investment Vehicles4.79%
  • Other Investment Advisers3.69%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mendon Capital Advisors Corp is an SEC-registered corporate adviser (registered in 1999) that operates as a hedge fund manager serving institutional clients. The firm is individually owned and acts as an investment manager to pooled investment vehicles and investment companies. Its compensation model blends a percentage-of-assets fee with performance-based fees. Mendon is not positioned as a capital allocator or pension consultant, it does not self-identify as an active ESG investor, and it is not structured as a multi-state adviser. The firm also functions as a sponsor/GP/managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

2 of 2
  • ANTON SCHUTZ

    PresidentCRD 2006271

  • RANDALL CIESLAK

    Director of ComplianceCRD 2508033

Wealth teams

FINTRX

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

KEY LARGO, FL

MONROE

Location

KEY LARGO, FL

Headquartered in KEY LARGO, 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
MONROE
Address
Executive Ctr Ocean Reef 249 Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth