BANTAMAC CAPITAL, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 307765
- Registered since
- April 26, 2021
- Website
- www.bantamac.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Other49.75%
- HNWI42.39%
- Charitable Organizations7.03%
- Individuals0.45%
- Corporations / Businesses0.37%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bantamac Capital, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2021. The firm manages portfolios on a percentage-of-AUM fee basis for individual and family clients and small businesses, focusing on discretionary portfolio management while also maintaining some non-discretionary relationships. Bantamac is not positioned as an ESG investor and operates as a single-state adviser rather than a multi-state platform. It also serves as a sponsor, general partner and managing member for pooled investment vehicles, indicating an active role in running private funds in addition to advising client accounts.
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
Asset composition
- Exchange Traded Equities76%
- Other21%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3MICHAEL RAPELYEA
Chief Executive OfficerCRD 3194638
MICHAEL BRODSKY
Chief Executive OfficerCRD 2813395
DUANE YOUNG
Chief Operating OfficerCRD 7985563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$22.2M in ETFs
93%
$20.5M
0%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $4.8M | 7,457 | 21.86% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 455 N Cityfront Plaza Dr
- Time zone
- CT (UTC-6)
- Office locations
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