Black Maple Capital Management LP

RIASEC RegisteredEst. 2013
Total AUM
$353M
Discretionary
$353M
100% of AUM
Avg account
$44.1M
Accounts
8
Employees
9
Advisory reps
6

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
168385
Registered since
October 3, 2013
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles56%
  • HNWI44%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Black Maple Capital Management LP is a limited partnership that combines registered advisory activities with hedge fund management. The firm, SEC-registered in 2013, operates as both an allocator and manager: it provides portfolio management for individual and small-business clients and runs pooled investment vehicles. Business activities listed include acting as a CPO/CTA and serving as sponsor, general partner, or managing member of pooled vehicles. Its client base spans private individuals and families as well as institutional investors. Compensation mixes a percentage-of-AUM fee with performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 81%, US Government Bonds 13%, Non-Exchange Traded Equities 3%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%81%
  • Exchange Traded Equities81%
  • US Government Bonds13%
  • Non-Exchange Traded Equities3%
  • Non-Investment Grade Corp Bonds1%
  • Derivatives1%

Owners & executives

3 of 4
  • Veton Nimani

    Veton Nimani

    Chief Risk OfficerCRD 5972783

  • Robert Barnard

    Robert Barnard

    Chief Executive Officer & Chief Investment OfficerCRD 4007217

  • Brian Gemoll

    Chief Financial OfficerCRD 4262147

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Contacts

2 of 2
  • Brian Stark

    PartnerCRD 2183087

  • Michael Roth

    Michael Roth

    Founding PrincipalCRD 2183296

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$80.3M in ETFs

Passive

99%

$79.8M

Active

<1%

$482K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$31.4M42,00639.08%

Location

Primary office

Milwaukee, WI

Milwaukee

Location

Milwaukee, WI

Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Milwaukee
Address
833 E Michigan St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth