CARTESIAN CAPITAL GROUP

RIASEC RegisteredEst. 2012
Total AUM
$863M
Discretionary
$863M
100% of AUM
Avg account
$288M
Accounts
3
Employees
24
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
159370
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cartesian Capital Group is organized as an LLC and operates as a private equity fund manager focused on pooled investment vehicles. The firm is SEC-registered (since 2012) and is owned by an individual. Its client base is institutional and its advisory work centers on portfolio management for pooled vehicles; it also serves as sponsor, general partner and managing member of those vehicles. The firm's fee model combines a percentage-of-AUM charge with performance-based fees. Cartesian is not identified as an active ESG investor and is not characterized as a multi-state adviser.

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

Contacts

3 of 3
  • PAUL PIZZANI

    PartnerCRD 2975006

  • GEOFFREY HAMLIN

    PartnerCRD 6028420

  • PETER YU

    Managing PartnerCRD 4731577

Wealth teams

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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
505 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth