P.A.W. Capital Partners, LP

RIASEC Registered
Total AUM
$167M
Discretionary
$167M
100% of AUM
Avg account
$2.9M
Accounts
57
Employees
3
Advisory reps
2

Firm details

Headquarters
Greenwich, Connecticut
CRD number
161094
Registered since
May 1, 2012
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles49.03%
  • HNWI32.59%
  • Other13.06%
  • Individuals5.32%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

P.A.W. Capital Partners, LP is a limited partnership operating as a hedge fund and is registered with the SEC (registration year 2012). The firm serves both individual and family clients as well as institutional investors, and it operates with a fee model that combines a percentage-of-assets component with performance-based fees. On the operational side, P.A.W. Capital Partners performs commodity pool operator/commodity trading advisor (CPO/CTA) activities and provides portfolio management services for both individuals/small businesses and pooled investment vehicles. The firm does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
5 Greenwich Office Park
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth