Estuary Capital Management LP

RIASEC RegisteredEst. 2022
Total AUM
$854M
Discretionary
$854M
100% of AUM
Avg account
$285M
Accounts
3
Employees
13
Advisory reps
3

Firm details

Headquarters
Wayzata, Minnesota
CRD number
323379
Registered since
December 15, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Estuary Capital Management LP is a limited partnership operating as a hedge fund and registered with the SEC in 2022. The firm focuses on managing pooled investment vehicles, acting in roles that include commodity pool operator/commodity trading advisor (CPO/CTA) and sponsor or general partner responsibilities for those vehicles. Its client base is institutional, and its fee model combines a percentage-of-AUM management fee with performance-based compensation. Estuary does not report being an active ESG investor.

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

2 of 2
  • Jeffrey Annecchino

    COO & CCOCRD 1316713

  • Margaret Mangelsen

    Margaret Mangelsen

    Chief Operating OfficerCRD 4613464

Contacts

1 of 1
  • Andrew Warford

    Managing PartnerCRD 6179664

Wealth teams

FINTRX

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

Wayzata, MN

Hennepin

Location

Wayzata, MN

Headquartered in Wayzata, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
308 Walker Ave S
Time zone
CT (UTC-6)
Office locations

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