Exoduspoint Capital Management, LP

RIASEC RegisteredEst. 2018
Total AUM
$159B
Discretionary
$159B
100% of AUM
Avg account
$26.6B
Accounts
6
Employees
707
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
294156
Registered since
April 20, 2018
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Exoduspoint Capital Management, LP is organized as a limited partnership and operates as a hedge fund manager serving institutional clients. The firm is SEC-registered (since 2018) and reports business activity as a CPO/CTA with advisory responsibilities that include portfolio management for pooled investment vehicles. Its compensation includes performance-based fees alongside other fee arrangements. Exoduspoint does not identify itself as an active ESG investor in the available data and is not reported as a multi-state adviser. The firm is also listed among sponsor/GP and managing-member participants in pooled vehicles and is categorized under other investment adviser and CPO/CTA industry affiliations, indicating both manager and sponsor roles across its pooled products.

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

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Client base

Client personas

Owners & executives

3 of 4
  • Emily Locher

    Emily Locher

    General Counsel and Chief Compliance OfficerCRD 6359646

  • Michael Gelband

    Co-founder & Co-CEOCRD 1220356

  • Erik Addington

    Chief Financial OfficerCRD 6124974

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Contacts

2 of 2
  • Hyung Lee

    Hyung Lee

    Co-Founder and AdvisorCRD 6016389

  • Garrett Berg

    Garrett Berg

    PresidentCRD 7859010

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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ETF holdings

1 of 67

Active vs passive

$628M in ETFs

Passive

99%

$621M

Active

0%

$7.5M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF)State StreetPassiveFinancial$69.7M1,300,11011.09%

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
65 E 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth