CORNELL CAPITAL

RIASEC RegisteredEst. 2015
Total AUM
$5.4B
Discretionary
$5.4B
100% of AUM
Avg account
$269M
Accounts
20
Employees
26
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
226779
Registered since
June 2, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cornell Capital is organized as a limited liability company and operates as a private equity fund manager focused on institutional clients. The firm is SEC-registered (since 2015) and reports business activities that include acting as a commodity pool operator or commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles. Its operating role also extends to serving as an adviser and sponsor, and as a general partner or managing member of pooled investment vehicles. The firm charges a combination of asset-based fees and performance-based fees. Cornell Capital identifies as an active ESG investor and does not present itself as a multi-state or newly formed adviser. It is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

Owners & executives

2 of 2
  • STEVEN LADEW

    Chief Financial OfficerCRD 5774293

  • JENNIFER CATTIER

    Chief Operating OfficerCRD 4175467

Contacts

2 of 2
  • HENRY CORNELL

    ​Senior PartnerCRD 1736612

  • Richard Drucker

    Partner and General CounselCRD 7052954

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
499 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth