CANDELO CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2024
Total AUM
$178M
Discretionary
$178M
100% of AUM
Avg account
$59.4M
Accounts
3
Employees
5
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
307389
Registered since
July 29, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Candelo Capital Management LP is a limited partnership organized as a hedge fund that serves institutional clients. The firm is registered with the SEC (registration year listed as 2024) and operates as a CPO/CTA and portfolio manager for pooled investment vehicles. It acts as sponsor, general partner and managing member of its pooled vehicles and charges both an asset-based fee and performance-based fees. Candelo is not identified as an active ESG investor and is focused on managing assets for a small institutional client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Alex Lee

    CFO & CCOCRD 7415611

Contacts

1 of 1
  • John McMongale

    Founder & Managing PartnerCRD 7222713

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

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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
400 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth