Yaupon Capital Management LP

RIASEC RegisteredEst. 2018
Total AUM
$4.7B
Discretionary
$4.7B
100% of AUM
Avg account
$669M
Accounts
7
Employees
20
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
298556
Registered since
October 1, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Yaupon Capital Management LP is a limited partnership organized as a hedge fund and registered with the SEC in 2018. The firm targets institutional clients and provides portfolio management for pooled investment vehicles; its regulatory footprint includes roles as a CPO/CTA and as sponsor or GP of pooled vehicles. The firm charges a combination of asset-based and performance-linked fees and does not position itself as an external capital allocator. Yaupon is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • Robert Burkley

    Robert Burkley

    COOCRD 4653275

  • Lisa Flaherty

    Lisa Flaherty

    CFO & CCOCRD 5220947

Contacts

3 of 5
  • Steven Pattyn

    Steven Pattyn

    Managing MemberCRD 4963330

  • Brandon Lebowitz

    Director of ResearchCRD 5943469

  • Suketu Mehta

    Head of Commodities TradingCRD 4554168

Unlock 2 more contacts

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
340 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth