TEEWINOT CAPITAL ADVISERS, L.L.C.

RIASEC RegisteredEst. 2006
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$201M
Accounts
8
Employees
9
Advisory reps
2

Firm details

Headquarters
NORWALK, Connecticut
CRD number
138757
Registered since
March 8, 2006
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers93.16%
  • Pooled Investment Vehicles6.21%
  • HNWI0.63%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Teewinot Capital Advisers, L.L.C. is a hedge-fund–style registered investment adviser organized as an LLC and operating since 2006. The firm serves both high-net-worth individuals/families and institutional clients, charging a mix of AUM-based and performance fees. Its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions. Teewinot also functions as a sponsor and general partner/managing member of pooled vehicles rather than acting solely as a capital allocator. The firm does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser.

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

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • MARK KELLY

    Chief Financial Officer & Chief Compliance OfficerCRD 5686385

Contacts

1 of 1
  • MICHAEL MORIARTY

    Portfolio ManagerCRD 5097915

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

NORWALK, CT

FAIRFIELD

Location

NORWALK, CT

Headquartered in NORWALK, CT, 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
FAIRFIELD
Address
140 Rowayton Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth