SURGOCAP PARTNERS LP

RIASEC RegisteredEst. 2022
Total AUM
$7.4B
Discretionary
$7.4B
100% of AUM
Avg account
$1.8B
Accounts
4
Employees
28
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
323078
Registered since
December 7, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Surgocap Partners LP is a limited partnership registered with the SEC in 2022 that operates as a multi-strategy manager combining hedge fund and private equity activities. It serves an institutional client base and provides portfolio management for pooled investment vehicles, acting at times as sponsor, general partner, or CPO/CTA for those vehicles. The firm charges both a percentage-of-assets fee and performance-based fees and does not identify as an active ESG investor. The firm's public-facing profile points to concentrated, actively managed strategies across both liquid and illiquid markets. Surgocap’s structure and affiliations indicate it runs its own pooled vehicles rather than operating solely as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • ANGELA MCCRAY

    General Counsel & Chief Compliance OfficerCRD 7640740

  • COLLEEN LYNCH

    Chief Operating OfficerCRD 6192381

  • GEORGE LANDROVE

    Chief Financial OfficerCRD 5002884

Contacts

1 of 1
  • MALA GAONKAR

    ChairmanCRD 6009470

Wealth teams

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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

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
920 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth