ALLIES CAPITAL MANAGEMENT
Firm details
- Headquarters
- New York, New York
- CRD number
- 319640
- Registered since
- June 16, 2022
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Allies Capital Management is a limited liability company that registered with the SEC in 2022 and serves institutional clients. Ownership is listed as a combination of a domestic entity and an individual. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional clients, and is identified as a sponsor/GP/managing member of pooled vehicles. Its stated fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. FINTRX marks the adviser as not actively integrating ESG, not operating multi-state, and not acting as a pension consultant or related adviser.
Assets & Accounts
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
- Cash & Cash Equivalents100%
Owners & executives
1 of 1JAMES MURRAY
Chief Compliance OfficerCRD 2628190
Contacts
1 of 1MICHAEL KLEIN
Registered RepresentativeCRD 1890478
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
- 640 Fifth Ave
- Time zone
- ET (UTC-5)
- Office locations
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