Thorntree Capital Partners LP

RIASEC RegisteredEst. 2016
Total AUM
$955M
Discretionary
$955M
100% of AUM
Avg account
$159M
Accounts
6
Employees
8
Advisory reps
2

Firm details

Headquarters
Boston, Massachusetts
CRD number
283643
Registered since
May 31, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Thorntree Capital Partners LP is a multi-strategy investment manager structured as a limited partnership and active since 2016. The firm serves institutional clients and combines hedge fund and private equity activities alongside pooled investment vehicle management. Its advisory model includes both asset-based fees and performance fees, and it functions in sponsor/GP and CPO/CTA capacities for the vehicles it manages. Thorntree does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mark Moore

    Mark Moore

    Managing Partner and Chief Investment OfficerCRD 6639100

Contacts

1 of 1
  • Philip Giampietro

    PartnerCRD 8303819

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.8M in ETFs

Passive

100%

$1.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$1.8M2,401100.00%

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
800 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth