ARISTIDES CAPITAL LLC
Firm details
- Headquarters
- LOUISVILLE, Kentucky
- CRD number
- 162368
- Registered since
- July 22, 2020
- Website
- www.aristidescapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Aristides Capital LLC is an SEC-registered hedge fund structured as a limited liability company and registered in 2020. Ownership is held by an individual and the firm serves primarily institutional clients. Its business activities include operating as a CPO/CTA and providing portfolio management for both individuals/small businesses and pooled investment vehicles. Compensation blends a percentage-of-AUM fee with performance-based fees. The firm does not position itself as an active ESG investor and is not reported as a multi-state or related adviser.
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
Owners & executives
1 of 1CLAIRE BROWN
Founder & CIOCRD 5504789
Contacts
3 of 3Anna Pies
Client Relations AssociateCRD 8174937
Kathryn Davis
Sr. Operations AssociateCRD 8173338
DANIEL NALL
CCO, PrincipalCRD 6283551
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$62.3M in ETFs
99%
$61.3M
2%
$934K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $23.3M | 35,863 | 37.45% |
Location
LOUISVILLE, KY
JEFFERSON
Location
LOUISVILLE, KY
Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 552 E Market St
- Time zone
- CT (UTC-6)
- Office locations
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