Pincus Capital Management, LP

RIASEC RegisteredEst. 2025
Total AUM
$162M
Discretionary
$162M
100% of AUM
Avg account
$9.5M
Accounts
17
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
336500
Registered since
June 9, 2025
Custodians
J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pincus Capital Management, LP is a limited partnership operating as an independent registered investment adviser. The firm registered with the SEC in 2025 and focuses on portfolio management for individuals and small businesses, charging a fee based on a percentage of assets under management. Its client base is primarily high‑net‑worth individuals and families. FINTRX flags the adviser as not active on ESG, not a capital allocator, and not registered as a multistate or pension consultant.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 2%, US Government Bonds 1%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Phillip Abookire

    Phillip Abookire

    CIOCRD 5539007

Contacts

1 of 1
  • Rosemary O'connor

    Rosemary O'connor

    Director of OperationsCRD 8083730

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$21.6M in ETFs

Passive

96%

$20.8M

Active

4%

$865K

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$11.7M15,89654.15%

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
126 E 56th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth