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 manager that registered with the SEC in 2024. The firm serves institutional clients and acts as sponsor, general partner and managing member of pooled investment vehicles. Regulatory filings list Candelo’s business activities as CPO/CTA and its advisory role as portfolio management for pooled funds. Its fee mix combines a percentage-of-assets charge with performance-based fees. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser; ownership is shown as a mix of a domestic entity and an individual.

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