ETHOS CAPITAL LP

RIASEC RegisteredEst. 2021
Total AUM
$6.3B
Discretionary
$6.3B
100% of AUM
Avg account
$526M
Accounts
12
Employees
19
Advisory reps
5

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
306874
Registered since
January 4, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ethos Capital LP is a privately structured limited partnership that operates as a private equity fund manager and sponsor of pooled investment vehicles. The firm targets institutional clients and provides portfolio management for its pooled vehicles while also serving as a general partner and managing member for those funds. Ethos Capital LP charges a combination of AUM-based fees and performance-based fees. The adviser registered with the SEC in 2021 and is owned by an individual. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • MARTHA MENSOIAN

    General Counsel & Chief Compliance OfficerCRD 5868192

Contacts

3 of 4
  • BRENT STONE

    Managing PartnerCRD 4276759

  • FADI CHEHADE

    Founder & Managing PartnerCRD 7317296

  • MARC PUGLIA

    Managing DirectorCRD 6262774

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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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
126 Newbury St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth