PARSIFAL CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2019
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$339M
Accounts
5
Employees
11
Advisory reps
2

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
299858
Registered since
February 28, 2019
Custodians
MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC., BOFA SECURITIES, INC., GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles72.17%
  • Other27.83%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Parsifal Capital Management, LP is a hedge fund organized as a limited partnership and registered with the SEC in 2019. The firm serves institutional clients and runs pooled investment vehicles; it also provides portfolio management for businesses and institutions. Parsifal operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and is affiliated in sponsor/GP/managing-member roles for pooled vehicles it runs. Fee arrangements combine a percentage-of-assets basis with performance-based fees. 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Cash & Cash Equivalents 22%, US Government Bonds 7%77%
  • Exchange Traded Equities77%
  • Cash & Cash Equivalents22%
  • US Government Bonds7%

Owners & executives

2 of 2
  • DAVID O'MARA

    Chief Compliance Officer and General CounselCRD 7250824

  • DAVID ZORUB

    Founder & Chief Investment OfficerCRD 2912739

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

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
1 Fawcett Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth