Prana Capital Management LP

RIASEC Registered
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$616M
Accounts
7
Employees
10
Advisory reps
3

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 that operates as a hedge fund manager serving institutional clients. The firm is registered with the SEC (registered in 2017) and acts as sponsor, general partner, and managing member of pooled investment vehicles. Its business filings list CPO/CTA activity and portfolio management for pooled vehicles, and its compensation includes both a percentage-of-assets fee and performance-based fees. Prana’s client base is institutional and its advisory activities are concentrated on pooled funds rather than separate-account management. The firm’s structure and fee model are consistent with managers that run commingled alternative products and pursue performance-based strategies for a handful of large investors.

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

1 of 1
  • Paul Rotondi

    Paul Rotondi

    Chief Compliance Officer And Chief Financial OfficerCRD 7209735

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