CAP91 PARTNERS MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$531M
Discretionary
$531M
100% of AUM
Avg account
$266M
Accounts
2
Employees
9
Advisory reps
3

Firm details

Headquarters
RICHMOND, Virginia
CRD number
324057
Registered since
May 18, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cap91 Partners Management LLC is an SEC-registered private equity adviser formed as an LLC and organized to manage pooled investment vehicles for institutional clients. The firm reports individual ownership and operates under a fee schedule that includes both a percentage-of-assets charge and performance-based fees. Its advisory focus is portfolio management for pooled vehicles rather than separate-account wealth management, and it does not self-identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • DENA MOORE

    Chief Operating OfficerCRD 1894215

Contacts

2 of 2
  • H. HITER HARRIS

    PartnerCRD 1894220

  • MATTHEW ENGEL

    PartnerCRD 6319180

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RICHMOND, VA

RICHMOND CITY

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
RICHMOND CITY
Address
1001 Haxall Point
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth