ARDSLEY PARTNERS

RIASEC RegisteredEst. 2019
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$149M
Accounts
11
Employees
11
Advisory reps
5

Firm details

Headquarters
NORWALK, Connecticut
CRD number
301116
Registered since
March 27, 2019
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles87.19%
  • Other12.81%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ardsley Partners is a limited partnership that operates as a hedge fund and registered investment adviser since 2019. Its client base is institutional, and it manages pooled investment vehicles while also providing portfolio management for businesses or institutions. The firm functions in commodity pool/CTA capacities and acts in sponsor and GP roles for pooled vehicles. Fee arrangements include a percentage of assets under management plus performance-based fees. Ardsley does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Cash & Cash Equivalents 60%, Exchange Traded Equities 40%60%
  • Cash & Cash Equivalents60%
  • Exchange Traded Equities40%

Owners & executives

1 of 1
  • STEVEN NAPOLI

    CFO/CCO/Limited PartnerCRD 2239285

Contacts

3 of 4
  • BENJAMIN BLOCK

    PartnerCRD 5956330

  • PHILIP HEMPLEMAN

    Limited PartnerCRD 1891533

  • KIRK BALZER

    Limited PartnerCRD 2166167

Unlock 1 more contacts

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

ETF holdings

1 of 9

Active vs passive

$38.8M in ETFs

Passive

100%

$38.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ALERIAN MLP ETF (AMLP)PassiveEnergy Limited Partnership$10.5M200,00027.14%

Location

Primary office

NORWALK, CT

FAIRFIELD

Location

NORWALK, CT

Headquartered in NORWALK, CT, 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
FAIRFIELD
Address
105 Rowayton Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth