TISHMAN CAPITAL PARTNERS

RIASEC RegisteredEst. 2015
Total AUM
$998M
Discretionary
$998M
100% of AUM
Avg account
$22.7M
Accounts
44
Employees
16
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
241788
Registered since
July 10, 2015
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles55.13%
  • HNWI43.94%
  • Corporations / Businesses0.93%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tishman Capital Partners is an SEC-registered investment adviser that combines hedge-fund and real-estate strategies while operating as an independent RIA and fund sponsor. The firm functions as a capital allocator across proprietary and third‑party vehicles, serving both high-net-worth individuals and institutional clients. Its advisory remit includes direct portfolio management for individuals, businesses, and pooled investment vehicles, plus selection and oversight of sub‑advisers. Fee arrangements include asset‑based charges and performance fees, consistent with managers that run both pooled funds and discretionary accounts. The adviser does not report active ESG investing activity and, per filings, is not a multi‑state adviser. The firm has been SEC‑registered since 2015 and is organized as a limited liability company.

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

Asset composition

Asset composition: Other 25%, Private Funds 22%, Cash & Cash Equivalents 21%, US Government Bonds 8%, Investment Grade Corp Bonds 8%, State & Local Bonds 5%, Public Funds/Mutual Funds 5%, Exchange Traded Equities 3%, Non-Investment Grade Corp Bonds 3%25%
  • Other25%
  • Private Funds22%
  • Cash & Cash Equivalents21%
  • US Government Bonds8%
  • Investment Grade Corp Bonds8%

Owners & executives

2 of 2
  • JACK LYNCH

    Chief Compliance OfficerCRD 7891782

  • DANIEL KRAMER

    Chief Financial OfficerCRD 7427438

Contacts

3 of 3
  • DANIEL TISHMAN

    PrincipalCRD 6500287

  • JOHN VISSICCHIO

    Financial AdvisorCRD 6500292

  • CHARLES SONG

    Executive Vice PresidentCRD 2932734

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$12.5M in ETFs

Passive

64%

$8M

Active

36%

$4.4M

ETFProviderStyleCategoryValueShares% of portfolio
BlackRock Ultra Short-Term Bond ETF (ICSH)BlackRockActiveUltrashort Bond$2.2M44,05317.79%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
100 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth