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 Vehicles65.45%
- Corporations / Businesses24.13%
- HNWI10.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Toms Capital Investment Management LP is a limited partnership formed in 2018 that operates as a hedge fund and portfolio manager. The firm provides discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or corporate clients. It also conducts futures-related activity as a CPO/CTA and can act as sponsor or general partner for pooled vehicles it manages. Compensation combines a percentage-of-AUM fee with performance-based fees. The firm does not position itself as an ESG investor and is not registered as a 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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