COURAGE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2004
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$132M
Accounts
11
Employees
23
Advisory reps
3

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
130449
Registered since
May 21, 2004
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

FINTRX

Overview

Courage Capital Management, LLC is an SEC-registered investment manager (since 2004) that operates as a multifaceted fund manager, combining hedge fund and private equity strategies and acting as a sponsor and manager of pooled vehicles. The firm serves primarily institutional clients and uses a fee model that includes a percentage-of-AUM charge plus performance-based fees. Its regulatory and operating profile lists CPO/CTA activity and explicit advisory responsibility for portfolio management of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Cash & Cash Equivalents 87%, Exchange Traded Equities 13%87%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$39M in ETFs

Passive

100%

$39M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO SENIOR LOAN ETF (BKLN)InvescoPassiveBank Loan$13.2M648,00033.95%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth