Palm Drive Capital LLC

RIASEC RegisteredEst. 2019
Total AUM
$376M
Discretionary
$376M
100% of AUM
Avg account
$12.5M
Accounts
30
Employees
7
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
284014
Registered since
February 21, 2019
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Palm Drive Capital LLC is an SEC-registered limited liability company organized as a venture capital fund manager. Founded and registered in 2019, the firm serves institutional investors and focuses on managing pooled investment vehicles. It acts in sponsor and general partner capacities for its funds and serves as the managing member of those pooled vehicles. The firm’s fees combine asset-based charges, fixed fees, and performance-linked compensation, and its primary advisory activity is portfolio management for pooled investment vehicles. Palm Drive Capital LLC is structured as an individually owned adviser and does not present itself as a capital allocator or 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

Contacts

3 of 3
  • Xiaoxiao Cai

    Partner and CCOCRD 7061341

  • Hendrick Lee

    Hendrick Lee

    Founding PartnerCRD 7061340

  • Seamon Chan

    Seamon Chan

    Founding PartnerCRD 7061330

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

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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
270 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth