Prana Capital Management LP

RIASEC RegisteredEst. 2017
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$616M
Accounts
7
Employees
10
Advisory reps
4

Firm details

Headquarters
Greenwich, Connecticut
CRD number
287925
Registered since
April 6, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Prana Capital Management LP is a limited partnership SEC-registered in 2017 that operates as a hedge fund manager focused on pooled investment vehicles. The firm serves institutional clients and functions as a sponsor, general partner and managing member of its funds. Regulatory classifications indicate CPO/CTA activity and portfolio management for pooled vehicles, and its fee schedule combines a percentage-of-AUM management fee with performance-based fees. The firm is not identified as an active ESG investor.

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

Owners & executives

2 of 2
  • Paul Rotondi

    Paul Rotondi

    Chief Compliance Officer And Chief Financial OfficerCRD 7209735

  • Peter Seuss

    Chief Compliance Officer & Portfolio ManagerCRD 4801100

Contacts

2 of 2
  • William Shlosh

    William Shlosh

    Senior Partner and Portfolio ManagerCRD 4973344

  • Rajeev Rewari

    Rajeev Rewari

    Partner, Portfolio ManagerCRD 5347493

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.5M in ETFs

Passive

100%

$1.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$1.5M1,997100.00%

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
200 Greenwich Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth