SWANDER PACE CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$960M
Discretionary
$960M
100% of AUM
Avg account
$192M
Accounts
5
Employees
18
Advisory reps
5

Firm details

Headquarters
BEDMINSTER, New Jersey
CRD number
157259
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Swander Pace Capital is a privately held corporation that operates as a private equity fund manager and portfolio manager for pooled investment vehicles. The firm has been SEC-registered since 2012 and serves an institutional client base. Its business model centers on sponsoring and managing pooled vehicles (acting as GP/sponsor/managing member) rather than providing broad retail advisory services. Compensation includes a percentage-of-AUM component plus performance-based fees and other fee arrangements. The adviser is not positioned as an active ESG investor and does not report multi-state advisory status.

Assets & Accounts

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
  • ANDREW RICHARDS

    Founder & CEOCRD 1801519

  • VIRGINIA CALVO

    CFO and CCOCRD 7332733

Contacts

3 of 3
  • CARL STOUT

    Managing DirectorCRD 1966506

  • ALEXANDER LITT

    Managing DirectorCRD 5824265

  • Tyler Matlock

    Managing DirectorCRD 7087582

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BEDMINSTER, NJ

SOMERSET

Location

BEDMINSTER, NJ

Headquartered in BEDMINSTER, 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
SOMERSET
Address
550 Hills Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth