DAVERN CAPITAL PARTNERS, LP

RIASEC RegisteredEst. 2025
Total AUM
$715M
Discretionary
$715M
100% of AUM
Avg account
$238M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
323018
Registered since
August 11, 2025
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Sovereign Wealth Funds92.29%
  • Pooled Investment Vehicles7.71%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Davern Capital Partners, LP is organized as a limited partnership and operates as a hedge fund-oriented investment adviser. The firm is SEC-registered (2025) and serves an institutional client base, offering portfolio management for pooled investment vehicles and for businesses or institutions. Its regulatory filings list business activities as CPO/CTA and roles that include sponsoring or acting as GP/managing member of pooled vehicles. Fee arrangements combine a percentage of assets under management with performance-based compensation. The firm does not identify itself as an active ESG investor.

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • ELIE KOBRIN

    Founder & CIOCRD 5378952

Contacts

1 of 1
  • SUSANNA SCHANKLER

    CRD 7688122

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth