Courage Capital Management, LLC
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 130449
- Registered since
- May 21, 2004
- Website
- www.couragecap.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles98.63%
- Charitable Organizations1.37%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Courage Capital Management, LLC is an SEC-registered investment manager formed in 2004 and structured as a limited liability company owned by an individual. The firm operates as a multi-strategy manager with formal classifications that include hedge fund and private equity fund activity, and it also functions as a CPO/CTA and portfolio manager for pooled investment vehicles. Its client base is institutional, and its fee schedule combines a percentage-of-assets charge with performance-based fees. The firm does not report active ESG investing and is not described as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents87%
- Exchange Traded Equities13%
Owners & executives
2 of 2
Richard Schnuerer
Chief Financial Officer & Chief Compliance OfficerCRD 5854948
Richard Patton
Founder & CIOCRD 4779499
Contacts
1 of 1
Thomas Milne
PresidentCRD 1777024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$33.9M in ETFs
100%
$33.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SENIOR LOAN ETF (BKLN) | Invesco | Passive | Bank Loan | $13.2M | 648,000 | 38.97% |
Location
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 4400 Harding Pike
- Time zone
- CT (UTC-6)
- Office locations
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