MUDRICK CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$67M
Accounts
49
Employees
35
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
161012
Registered since
March 16, 2012
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles56.73%
  • State / Municipal Government31.62%
  • Charitable Organizations11.54%
  • HNWI0.07%
  • Corporations / Businesses0.03%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mudrick Capital operates as a limited partnership structured as a hedge fund manager that serves both high-net-worth individuals/families and institutional clients. The firm charges a mix of asset-based and performance fees and provides portfolio management across separate accounts and pooled investment vehicles. Regulatory filings indicate the firm also functions in roles tied to commodity pool operator/commodity trading advisor activity and sponsors or serves as GP/managing member of pooled vehicles. The firm reports being an active ESG investor and runs advisory programs for individuals, small businesses, pooled vehicles, and institutional entities. Mudrick Capital is not a newly formed adviser and does not describe itself as a multi-state adviser or pension consultant in the available 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

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Client base

Client personas

Asset composition

Asset composition: Other 52%, Non-Investment Grade Corp Bonds 21%, Non-Exchange Traded Equities 12%, Exchange Traded Equities 10%, Cash & Cash Equivalents 5%52%
  • Other52%
  • Non-Investment Grade Corp Bonds21%
  • Non-Exchange Traded Equities12%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3
  • ADAM KAUFMAN

    Chief Legal Officer and General CounselCRD 5914346

  • GLENN SPRINGER

    Chief Financial OfficerCRD 4283454

  • JASON MUDRICK

    Chief Investment OfficerCRD 4281851

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

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
31 W 52nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth