EDENBROOK CAPITAL, LLC

RIASEC RegisteredEst. 2020
Total AUM
$278M
Discretionary
$278M
100% of AUM
Avg account
$139M
Accounts
2
Employees
4
Advisory reps
2

Firm details

Headquarters
MOUNT KISCO, New York
CRD number
283465
Registered since
July 21, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Edenbrook Capital, LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2020. The firm operates as a hedge fund sponsor and manager, focusing on pooled investment vehicles for institutional clients. It serves in sponsor/GP/managing-member roles for the vehicles it runs and charges a mix of asset-based fees plus performance-linked fees. Edenbrook does not present itself as an active ESG investor and is not registered as a multi-state adviser.

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

Owners & executives

1 of 1
  • MEGAN GARUFI

    Chief Operating OfficerCRD 4918623

Contacts

1 of 1
  • JONATHAN BROLIN

    Founder and Managing PartnerCRD 2664640

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MOUNT KISCO, NY

WESTCHESTER

Location

MOUNT KISCO, NY

Headquartered in MOUNT KISCO, 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
WESTCHESTER
Address
116 Radio Circle Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth