325 CAPITAL
Firm details
- Headquarters
- New York, New York
- CRD number
- 310762
- Registered since
- October 16, 2020
- Website
- www.325capital.com
- 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
FINTRXOverview
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
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 Equities87%
- Cash & Cash Equivalents12%
- Non-Exchange Traded Equities2%
Contacts
3 of 4DANIEL FRIEDBERG
Managing Partner, FounderCRD 7296144
MICHAEL BRANER
Managing Partner, FounderCRD 7296140
ANIL SHRIVASTAVA
Managing PartnerCRD 7296142
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
- 757 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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