325 CAPITAL

RIASEC RegisteredEst. 2020
Total AUM
$338M
Discretionary
$338M
100% of AUM
Avg account
$48.3M
Accounts
7
Employees
7
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
310762
Registered since
October 16, 2020
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Charitable Organizations80.52%
  • Pooled Investment Vehicles19.48%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

325 Capital is a privately owned hedge fund adviser that registered with the SEC in 2020 and serves institutional clients. The firm is structured as an LLC and remains individually owned rather than being part of a larger corporate group. Its business model centers on portfolio management for pooled investment vehicles and for institutional or business clients; regulatory filings list CPO/CTA activity and indicate the firm can act as sponsor/GP/managing member of pooled vehicles. Fee arrangements include both asset‑based and performance‑linked components, along with other bespoke fee terms. 325 Capital does not position itself as a capital allocator and is not identified as an active ESG investor. The adviser operates on a relatively compact platform focused on concentrated equity exposures and pooled‑vehicle management rather than broad multi‑state retail distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 87%, Cash & Cash Equivalents 12%, Non-Exchange Traded Equities 2%87%
  • Exchange Traded Equities87%
  • Cash & Cash Equivalents12%
  • Non-Exchange Traded Equities2%

Contacts

3 of 4
  • DANIEL FRIEDBERG

    Managing Partner, FounderCRD 7296144

  • MICHAEL BRANER

    Managing Partner, FounderCRD 7296140

  • ANIL SHRIVASTAVA

    Managing PartnerCRD 7296142

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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
757 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth