BRIZO CAPITAL, LP

RIASEC RegisteredEst. 2018
Total AUM
$294M
Discretionary
$294M
100% of AUM
Avg account
$98.2M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
298102
Registered since
October 8, 2018
Custodians
DEUTSCHE BANK SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles59.79%
  • Corporations / Businesses40.21%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brizo Capital, LP is a limited-partnership hedge fund manager that runs pooled investment vehicles for institutional clients. The firm charges a combination of asset-based fees and performance fees and operates primarily as an active manager rather than an index or passive allocator. Its advisory scope includes portfolio management for pooled vehicles and for businesses or institutions, and the firm also takes sponsor/GP and CPO/CTA roles on its funds. Investment activity shows a clear tilt toward exchange-traded instruments—equities and ETFs—supporting liquid, tradable exposure that fits hedge-fund style management. Brizo is not positioned as an ESG-focused manager and it maintains a single-office operational footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Private Funds 23%, Non-Exchange Traded Equities 6%, Cash & Cash Equivalents 6%65%
  • Exchange Traded Equities65%
  • Private Funds23%
  • Non-Exchange Traded Equities6%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • BENJAMIN ISAAC

    Chief Investment OfficerCRD 5412499

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

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
750 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth