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 organized as a limited partnership that operates as a hedge fund and is SEC-registered since 2019. The firm primarily serves institutional clients and performs portfolio management for pooled investment vehicles as well as for businesses and other institutions. It also operates in a CPO/CTA capacity and acts as sponsor, general partner, or managing member for pooled vehicles it oversees. Compensation includes both a percentage-of-assets component and performance-based fees. Ardsley does not position itself as a capital allocator, and it does not identify as an active ESG investor.

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

    Benjamin Block

    PartnerCRD 5956330

  • Philip Hempleman

    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 1

Active vs passive

$10.4M in ETFs

Passive

100%

$10.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ALERIAN MLP ETF (AMLP)PassiveEnergy Limited Partnership$10.4M200,000100.00%

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