ELEQUIN CAPITAL, LP

RIASEC RegisteredEst. 2024
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$516M
Accounts
4
Employees
30
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
308371
Registered since
April 18, 2024
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Elequin Capital, LP is a limited partnership operating as a hedge fund manager and registered with the SEC in 2024. The firm focuses on managing pooled investment vehicles and operates under a CPO/CTA framework, charging performance-based fees. Its client base is institutional, and it maintains at least one broker‑dealer affiliation. Elequin is not positioned as an ESG-driven allocator and does not market itself as a multi‑state or pension consulting 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
  • James Finlayson

    Chief Operating OfficerCRD 3096527

Contacts

3 of 3
  • PETER GUTIERREZ

    Portfolio ManagerCRD 2933355

  • Fiona Connell

    CRD 7842506

  • Christopher Crotty

    Managing Director & PartnerCRD 2488082

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 68

Active vs passive

$369M in ETFs

Passive

60%

$222M

Active

33%

$147M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID)First TrustPassiveMiscellaneous Sector$53.2M216,06114.39%

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
1333 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth