50T FUNDS

RIASEC RegisteredEst. 2024
Total AUM
$1.7B
Discretionary
$1.4B
87% of AUM
Avg account
$69.2M
Accounts
24
Employees
17
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
326720
Registered since
April 12, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

50t Funds is an SEC-registered investment adviser organized as a limited liability company that focuses on pooled private funds. The adviser is classified as a private equity fund manager and serves an institutional client base. It provides portfolio management for pooled investment vehicles and functions in sponsor and general partner roles, acting as an adviser and managing member for the vehicles it operates. The firm charges a combination of AUM-based fees and performance fees. The firm is not positioned as a capital allocator to third-party portfolios; instead it runs its own pooled vehicles. It does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.

Assets & Accounts

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

Owners & executives

2 of 2
  • DANIEL TAPIERO

    CEO and Managing PartnerCRD 2205876

  • JOSEPH MAJOCHA

    Partner, CFOCRD 6886009

Contacts

2 of 2
  • ERIC VINCENT

    President and PartnerCRD 3192879

  • MICHAEL DUBILIER

    Vice ChairmanCRD 1144710

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
205 W 28th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth