Crow's Nest Holdings LP

RIASEC RegisteredEst. 2021
Total AUM
$637M
Discretionary
$637M
100% of AUM
Avg account
$159M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
Richmond, Virginia
CRD number
316652
Registered since
November 1, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crow's Nest Holdings LP is a limited partnership that operates as a multi-strategy investment manager with hedge fund and private equity business lines. Registered with the SEC in 2021, the firm serves institutional clients and charges both an asset-based fee and performance-linked compensation. Its operating activities include commodity pool operator/commodity trading adviser work and portfolio management for pooled investment vehicles; the firm also functions as an adviser and sponsor or managing member of pooled vehicles. The firm is structured as a domestic entity/individual ownership type and does not present itself as an ESG-focused manager. It is not a multi-state adviser and does not list pension consulting or related-adviser roles.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • Michael Weiss

    Michael Weiss

    Chief Operating OfficerCRD 4787404

Contacts

1 of 1
  • John Carrington

    John Carrington

    Managing PartnerCRD 5563902

Wealth teams

FINTRX

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

Richmond, VA

Henrico

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Henrico
Address
5820 Patterson Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth