AVENTAIL CAPITAL GROUP, LP

RIASEC RegisteredEst. 2021

Total AUM

$2.6B

Discretionary

$2.6B

100% of AUM

Avg account

$232M

Accounts

11

Employees

23

Advisory reps

4

Firm details

Headquarters: New York, New York
CRD number: 306333
Registered since: July 29, 2021
Fee structure: Percentage of AUM, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aventail Capital Group, LP is a limited partnership organized as a hedge fund manager that serves institutional clients. The firm is SEC-registered (since 2021) and performs both advisory and sponsor roles: it acts as a CPO/CTA and provides portfolio management for pooled investment vehicles, and is listed as a sponsor/GP/managing member of pooled funds it runs. Aventail reports an institutional client base, charges fees based on a percentage of assets under management (and other fee arrangements), and identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

JOHN LEE
Chief Operating Officer & Chief Compliance OfficerCRD 6027500

Contacts

3 of 3

CRAIG LUCAS
AnalystCRD 1657554
SEAN GRANT
Co-FounderCRD 4685721
SAMEER SETHNA
Co-FounderCRD 4302814

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$5M in ETFs

Passive

100%

$5M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ALERIAN MLP ETF (AMLP)		Passive	Energy Limited Partnership	$5M	94,366	100.00%

Primary office

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: 1370 Avenue of the Americas
Time zone: ET (UTC-5)
Office locations

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