Toms Capital Investment Management LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 291362
- Registered since
- March 12, 2018
- Website
- www.tcim.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Cash & Cash Equivalents45%
- Derivatives1%
Owners & executives
3 of 3Benjamin Pass
Chief Investment OfficerCRD 4163146
Anupkumar Patel
CFO and Board MemberCRD 6883896

Jacqueline Dagan
Chief Compliance Officer & General CounselCRD 6173607
Contacts
1 of 1Noam Gottesman
Limited PartnerCRD 1625131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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