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 a hedge fund organized as an LLC and registered with the SEC in 2020. The firm serves an institutional client base while also performing portfolio management for individuals, small businesses, and pooled investment vehicles. It is registered as, and conducts activities typical of, a CPO/CTA, and charges a combination of asset-based fees and performance fees. Aristides does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
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
Owners & executives
1 of 1
Claire Brown
Founder & CIOCRD 5504789
Contacts
3 of 3
Anna 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 10Active vs passive
$86.9M in ETFs
99%
$85.8M
1%
$1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $37.4M | 50,743 | 43.02% |
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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