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 compact, SEC-registered hedge fund manager that primarily advises pooled investment vehicles. Founded as an LLC and registered with the SEC in 2020, the firm serves institutional clients and operates with an owner-type designated as individual. Its advisory activity focuses on portfolio management for pooled vehicles, and it also serves as a sponsor/GP/managing member of pooled funds it manages. Fee arrangements include a percentage-of-AUM component and performance-based fees. Edenbrook does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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
  • Megan Garufi

    Megan Garufi

    Chief Operating OfficerCRD 4918623

Contacts

1 of 1
  • Jonathan Brolin

    Founder and Managing PartnerCRD 2664640

Wealth teams

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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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth