Tenzing Global

RIASEC RegisteredEst. 2019
Total AUM
$228M
Discretionary
$228M
100% of AUM
Avg account
$114M
Accounts
2
Employees
4
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
159696
Registered since
July 26, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tenzing Global is an SEC-registered investment manager organized as an LLC and operating as a hedge fund manager that primarily serves institutional clients. The firm acts as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles; it also has roles as sponsor and managing member/GP for such vehicles. Its fee model combines an asset-based charge with performance-based compensation. Tenzing Global is not identified as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Chetan Kapoor

    Chetan Kapoor

    Co-founder, Managing Partner & Chief Investment OfficerCRD 5307602

  • Mark Simmons

    Mark Simmons

    Chief Financial OfficerCRD 6702299

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
90 New Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth