CASTLE HOOK PARTNERS LP

RIASEC RegisteredEst. 2016
Total AUM
$11B
Discretionary
$11B
100% of AUM
Avg account
$1.8B
Accounts
6
Employees
35
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
284968
Registered since
October 17, 2016
Custodians
BOFA SECURITIES, INC., GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles89.73%
  • State / Municipal Government5.37%
  • Sovereign Wealth Funds4.9%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Castle Hook Partners LP is a limited partnership registered with the SEC in 2016 that operates as a hedge fund and manager of pooled investment vehicles. The firm serves an institutional client base and operates as a CPO/CTA and sponsor/GP/managing member of pooled vehicles, providing portfolio management for those funds. Its fee model combines a percentage-of-AUM charge with performance-based fees. Castle Hook does not identify as an active ESG investor and does not present as a multi-state adviser or pension consultant in its disclosures.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 48%, Other 43%, Derivatives 9%48%
  • Exchange Traded Equities48%
  • Other43%
  • Derivatives9%

Owners & executives

1 of 1
  • Sean Rhatigan

    President and CFOCRD 6712923

Contacts

3 of 4
  • DAVID ROGERS

    Limited PartnerCRD 3259325

  • JACOB CARNEY

    Limited PartnerCRD 4974027

  • DANIEL RODGERS

    Limited PartnerCRD 5166543

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$9.2M in ETFs

Passive

100%

$9.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF (ASHR)DWSPassiveChina Region$9.2M283,242100.00%

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
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth