Morgan Rio Capital Management, LLC

RIASEC RegisteredEst. 2013
Total AUM
$339M
Discretionary
$339M
100% of AUM
Avg account
$30.8M
Accounts
11
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
162500
Registered since
July 5, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles85.69%
  • Corporations / Businesses14.31%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Morgan Rio Capital Management, LLC is an SEC-registered LLC (registered in 2013) that operates as a multifaceted fund manager combining hedge fund and private equity strategies. The firm serves institutional clients and primarily provides portfolio management for pooled investment vehicles. Its economics use both a percentage-of-AUM fee model and performance-based fees. Morgan Rio also acts in sponsor and general partner roles for pooled vehicles it manages, indicating active fund formation and manager responsibilities rather than purely advisory-only activity. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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%

Owners & executives

1 of 1
  • Amy Segal

    Chief Compliance Officer & Chief Operating OfficerCRD 2861803

Contacts

1 of 1
  • Jacobo Buzali

    Managing PartnerCRD 2924496

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

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
445 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth