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 investment adviser organized as a corporation and classified in FINTRX as a hedge fund manager. The firm serves institutional clients and charges a combination of asset-based and performance fees. Its advisory activities include portfolio management for investment companies and for pooled investment vehicles, and it also appears as a sponsor/GP/managing member of pooled vehicles, indicating hands-on fund management in addition to advisory roles. Mendon is not identified as a capital allocator and is not reported as an active ESG investor, multi-state adviser, pension consultant, or related adviser in the provided filings.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

2 of 2
  • Anton Schutz

    Anton Schutz

    PresidentCRD 2006271

  • Randall Cieslak

    Director of ComplianceCRD 2508033

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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