DRAKE CAPITAL ADVISORS LLC
Firm details
- Headquarters
- OLD GREENWICH, Connecticut
- CRD number
- 136716
- Registered since
- January 26, 2006
- Website
- drakeadvisors.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles40.14%
- Other37.63%
- Corporations / Businesses22.23%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Drake Capital Advisors LLC is a privately held limited liability company that has been SEC-registered since 2006 and operates as a hedge fund manager. The firm is owned by an individual and targets institutional clients. Its regulatory and operational posture includes commodity pool operator/commodity trading advisor (CPO/CTA) activity and serving as sponsor, general partner, or managing member for pooled investment vehicles. Advisory services span portfolio management for pooled vehicles, businesses and institutions, and for individuals or small businesses. The firm also performs selection-of-adviser duties, indicating it both manages assets directly and allocates to or oversees other managers. Its fee model combines a percentage of assets under management with performance-based fees and other fee arrangements. Drake Capital is not identified as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Private Funds100%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1KUO-CHAN CHEN
Chief Financial OfficerCRD 6032146
Contacts
2 of 2DAVID MACFARLANE
Managing DirectorCRD 5017377
RAY GUSTIN
Managing DirectorCRD 2172235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OLD GREENWICH, CT
FAIRFIELD
Location
OLD GREENWICH, CT
Headquartered in OLD GREENWICH, CT, 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
- FAIRFIELD
- Address
- 53 Forest Ave
- Time zone
- ET (UTC-5)
- Office locations
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