Wexford Capital LP

RIASEC RegisteredEst. 1997
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$108M
Accounts
16
Employees
39
Advisory reps
7

Firm details

Headquarters
West Palm Beach, Florida
CRD number
108726
Registered since
December 19, 1997
Website
www.wexford.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wexford Capital LP is a limited partnership that functions as a multi-strategy investment manager and capital allocator for institutional clients. Registered with the SEC in 1997, the firm combines hedge fund management and private equity activity with roles as sponsor and general partner for pooled vehicles. Its business mix includes portfolio management for pooled investment vehicles and activity as a CPO/CTA. Compensation structures include asset-based fees and performance-based fees. Wexford reports it does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Owners & executives

2 of 2

  • Charles Davidson

    Co-Founder, Chairman and CIOCRD 844453

  • Sarah Ryan

    Chief Financial OfficerCRD 8060847

Contacts

3 of 5
  • Mark Ahern

    Mark Ahern

    CCOCRD 4384343

  • Aaron Meyer

    PartnerCRD 2780873

  • Mark Zand

    Partner & Co-Portfolio ManagerCRD 833775

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 31

Active vs passive

$31M in ETFs

Passive

99%

$30.7M

Active

1%

$279K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI MEXICO ETF (EWW)BlackRockPassiveMiscellaneous Region$5M66,42816.14%
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Location

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
777 S Flagler Dr
Time zone
ET (UTC-5)
Office locations

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