Punch Card Management
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 162939
- Registered since
- April 22, 2014
- Website
- punchcardcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Punch Card Management is a limited partnership that operates as a hedge fund manager and adviser to pooled investment vehicles. SEC registration dates to 2014. The firm serves institutional clients and charges both a percentage-of-assets management fee and performance-based fees. Its advisory work centers on portfolio management for pooled vehicles, and the firm also functions in sponsor/GP and CPO/CTA-like roles for the funds it manages. Punch Card is not positioned as a capital allocator to third-party managers, and it does not characterize itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Francis Chow
COO & CFOCRD 6449176
Contacts
1 of 1Norbert Lou
Limited PartnerCRD 6045229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$18.9M in ETFs
100%
$18.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $18.9M | 188,000 | 100.00% |
Location
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 533 W New England Ave
- Time zone
- ET (UTC-5)
- Office locations
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