Tangency Capital Investment Advisory Ltd.
Firm details
- Headquarters
- Hamilton,
- CRD number
- 316597
- Registered since
- September 28, 2021
- Website
- www.tangencycapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Tangency Capital Investment Advisory Ltd. is an institutional registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm, registered with the SEC in 2021, is structured with foreign-entity and individual ownership and serves a small set of institutional mandates rather than retail accounts. Tangency acts as sponsor, general partner, and managing member for pooled vehicles it advises, and it charges a combination of asset-based fees and performance-linked fees. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
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
3 of 5
Melinda Scott
Chief Compliance OfficerCRD 6450932
Kai Morgenstern
CROCRD 6299200
Brian Desmond
EVP and Chief Strategy OfficerCRD 7432779
Contacts
1 of 1
Elizabeth Denman
DirectorCRD 7358561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hamilton, null
Location
Hamilton, null
Headquartered in Hamilton, null.
- Address
- 45 Reid St Wessex House
- Office locations
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