CAPULA INVESTMENT US LP

RIASEC RegisteredEst. 2012
Total AUM
$137B
Discretionary
$137B
100% of AUM
Avg account
$17.2B
Accounts
8
Employees
80
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
157589
Registered since
March 30, 2012
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Other
Client types
  • Pooled Investment Vehicles99.98%
  • Other0.02%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Capula Investment US LP is a limited partnership that operates as an institutional-focused manager and service provider to pooled investment vehicles. The firm is registered with the SEC (registration year 2012) and lists its primary advisory activity as portfolio management for pooled vehicles. It also carries CPO/CTA designations and is affiliated in business filings as a broker-dealer, an investment adviser, and as sponsor/GP/managing member of pooled investment vehicles. Capula reports an institutional client base, uses a non-standard fee description (“Other”), and does not identify itself as an active ESG investor.

Assets & Accounts

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • MICHELLE BEDWIN

    Chief Compliance OfficerCRD 6684678

Contacts

1 of 1
  • MARK BARNETT

    Head of TreasuryCRD 6511962

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth