NIPUN CAPITAL, L.P.
Firm details
- Headquarters
- FOSTER CITY, California
- CRD number
- 159752
- Registered since
- July 5, 2013
- Website
- www.nipuncapital.com
- Custodians
- J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles65.64%
- Other Investment Advisers34.36%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nipun Capital, L.P. is a limited partnership that operates as a hedge fund and is registered with the SEC since 2013. The firm markets primarily to institutional clients and provides portfolio management for pooled investment vehicles and for businesses or institutions. It also functions in roles typical of commodity/managed‑futures operators (CPO/CTA) and acts as sponsor/GP or managing member of pooled vehicles. Compensation includes a percentage-of-assets fee plus performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
3 of 3JOSHUA MARGULIES
Head of Investment OperationsCRD 6217367
POOJA MALIK
Founding PartnerCRD 4558007
Kenneth Hui
Founding PartnerCRD 6575146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$174M in ETFs
100%
$174M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INDIA ETF (INDA) | BlackRock | Passive | India Equity | $78.7M | 1,680,955 | 45.25% |
Location
FOSTER CITY, CA
SAN MATEO
Location
FOSTER CITY, CA
Headquartered in FOSTER CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 950 Tower Ln
- Time zone
- PT (UTC-8)
- Office locations
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