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 structured as a limited partnership operating as a hedge fund manager that serves institutional clients. The firm manages pooled investment vehicles and functions in roles that include portfolio manager for those vehicles as well as CPO/CTA responsibilities. Its business model relies on performance-based and related fee arrangements, and it also acts as sponsor/GP or managing member of pooled products. Exoduspoint is not positioned as an ESG investor and does not present itself as a capital allocator to external managers.

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

Owners & executives

3 of 4
  • Emily Locher

    Emily Locher

    General Counsel and Chief Compliance OfficerCRD 6359646

  • Erik Addington

    Chief Financial OfficerCRD 6124974

  • Timothy Cruise

    Global Chief Compliance OfficerCRD 5040849

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Contacts

2 of 2
  • Garrett Berg

    Garrett Berg

    PresidentCRD 7859010

  • Hyung Lee

    Hyung Lee

    Co-Founder and AdvisorCRD 6016389

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 34

Active vs passive

$317M in ETFs

Passive

98%

$310M

Active

0%

$7M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF)State StreetPassiveFinancial$69.7M1,300,11021.95%

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