ENCOMPASS CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2012
Total AUM
$4.8B
Discretionary
$4.8B
100% of AUM
Avg account
$484M
Accounts
10
Employees
19
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
160113
Registered since
March 30, 2012
Custodians
MORGAN STANLEY & CO. LLC, GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles82.13%
  • Other17.87%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Encompass Capital Advisors LLC is a hedge-fund–style adviser that serves institutional clients and operates as a CPO/CTA and sponsor/GP for pooled investment vehicles. The firm, SEC-registered since 2012 and organized as an LLC with individual ownership, runs portfolio management for pooled funds and charges both asset-based and performance fees. It identifies as an active ESG investor and manages strategies that incorporate alternative exposures alongside listed equities.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Cash & Cash Equivalents 30%, Derivatives 2%68%
  • Exchange Traded Equities68%
  • Cash & Cash Equivalents30%
  • Derivatives2%

Owners & executives

3 of 3
  • Syed Kazmi

    Chief Operating Officer & Chief Financial OfficerCRD 7892657

  • TODD KANTOR

    Founder and CIOCRD 6029006

  • MICHELINA CUCCIA

    Chief Compliance OfficerCRD 3126935

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth