Midway Partners Capital Management, LLC

RIASEC Registered
Total AUM
$9.2M
Discretionary
$9.2M
100% of AUM
Avg account
$2.3M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
316180
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles83.83%
  • Individuals16.17%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Midway Partners Capital Management, LLC operates as a small, hedge-fund–style investment adviser that combines separate account portfolio management with sponsorship and management of pooled vehicles. The firm serves both individual and family investors as well as institutional clients, and charges a mix of asset-based and performance fees consistent with an active, results-driven approach. Investment activity centers on liquid, exchange-traded instruments — equities and ETFs — used for portfolio exposures that can be adjusted quickly. In addition to public markets, the firm allocates to third‑party alternatives, notably real estate and collateralized debt strategies, and uses annuities as part of its investment toolkit. Midway Partners also acts as sponsor, general partner and managing member for pooled investment vehicles it oversees, indicating an operational role beyond adviser-only duties. The adviser is not positioned as an ESG-focused manager.

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 8%, Derivatives 2%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents8%
  • Derivatives2%

Owners & executives

1 of 1
  • Jordan Lampos

    Jordan Lampos

    Chief Compliance OfficerCRD 6063984

Wealth teams

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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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth