CARE EQUITY CAPITAL MANAGEMENT, L.P.

RIASEC RegisteredEst. 2023
Total AUM
$427M
Discretionary
$427M
100% of AUM
Avg account
$213M
Accounts
2
Employees
7
Advisory reps
2

Firm details

Headquarters
,
CRD number
312131
Registered since
August 2, 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

Care Equity Capital Management, L.P. is a limited partnership that manages private equity pooled vehicles for institutional investors. The firm acts as sponsor, general partner and managing member of its funds and provides portfolio management for those pooled investment vehicles. Its business model centers on closed-end private equity strategies and private placements rather than acting as a broad capital allocator to external managers. Compensation is a mix of a percentage-of-AUM fee and performance-based fees, consistent with carried-interest-style economics. The firm is not identified as an active ESG investor and is organized to serve a small number of institutional clients.

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

Contacts

2 of 2
  • NICHOLAS ESTVOLD

    DirectorCRD 7709854

  • PETER BATESKO

    Managing PartnerCRD 6218986

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth