Toms Capital Investment Management LP

RIASEC RegisteredEst. 2018
Total AUM
$2.8B
Discretionary
$2.8B
100% of AUM
Avg account
$281M
Accounts
10
Employees
21
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
291362
Registered since
March 12, 2018
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles61.59%
  • Corporations / Businesses25.5%
  • HNWI12.91%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Toms Capital Investment Management LP is a hedge fund organized as a limited partnership and registered with the SEC in 2018. The firm serves both individual/family and institutional clients and charges a combination of asset-based and performance fees. It operates as a CPO/CTA and also functions as sponsor and general partner of pooled vehicles, providing portfolio management for individuals and small businesses, pooled investment vehicles, and institutions. The adviser is organized as a domestic entity with individual ownership and does not describe itself as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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 54%, Cash & Cash Equivalents 45%, Derivatives 1%54%
  • Exchange Traded Equities54%
  • Cash & Cash Equivalents45%
  • Derivatives1%

Owners & executives

3 of 3
  • Benjamin Pass

    Chief Investment OfficerCRD 4163146

  • Anupkumar Patel

    CFO and Board MemberCRD 6883896

  • Jacqueline Dagan

    Jacqueline Dagan

    Chief Compliance Officer & General CounselCRD 6173607

Contacts

1 of 1
  • Noam Gottesman

    Limited PartnerCRD 1625131

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

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
450 W 14th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth