Soryn Ip Capital Management

RIASEC RegisteredEst. 2026
Total AUM
$168M
Discretionary
$168M
100% of AUM
Avg account
$24M
Accounts
7
Employees
3
Advisory reps
3

Firm details

Headquarters
Millburn, New Jersey
CRD number
327452
Registered since
August 21, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Soryn Ip Capital Management is organized as an LLC and operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm serves as sponsor and general partner (managing member) of its funds rather than acting as an external allocator. Its advisory mandate is primarily portfolio management for pooled investment vehicles, and its compensation model combines a percentage-of-AUM fee with performance-based fees. The firm is SEC‑registered in 2026 and is owned by an individual owner. Soryn Ip does not position itself as an ESG‑oriented investor, and it does not identify as a multi‑state adviser, pension consultant, or related adviser to another firm.

Assets & Accounts

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

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Client base

Client personas

Contacts

3 of 3
  • Philip Hartstein

    Philip Hartstein

    Managing Partner & Co-FounderCRD 7775295

  • Michael Gulliford

    Michael Gulliford

    Managing Partner & Co-FounderCRD 7775297

  • Grant Sweitzer

    Grant Sweitzer

    Managing PartnerCRD 7872045

Wealth teams

FINTRX

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

Millburn, NJ

Essex

Location

Millburn, NJ

Headquartered in Millburn, NJ, 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
Essex
Address
45 Essex St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth