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 an SEC-registered hedge-fund–style adviser organized as an LLC and registered in 2020. The firm is owned by an individual and services institutional clients. Its regulatory disclosures list CPO/CTA activities and advisory responsibilities that focus on portfolio management for pooled investment vehicles and for businesses or institutions. Compensation combines a percentage-of-AUM component with performance-based fees and other fee items consistent with hedge-fund economics. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm also appears in filings as a sponsor, general partner, or managing member of pooled investment vehicles, reflecting its role running at least one private hedge fund and acting in manager/operational capacities for pooled structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 4
Daniel 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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