Farley Capital
Firm details
- Headquarters
- ,
- CRD number
- 157747
- Registered since
- March 8, 2012
- Website
- www.farleycap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Farley Capital is organized as a limited partnership and has been SEC-registered since 2012. The firm operates as a hedge-fund manager that primarily serves institutional clients and provides portfolio management for pooled investment vehicles. It functions as sponsor, general partner and managing member of the pooled vehicles it runs. The firm charges a combination of asset-based and performance-linked fees and does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Evelyn Allende
Chief Compliance OfficerCRD 7251085
Contacts
2 of 2Andrei Stetsenko
PartnerCRD 8206077
Stephen Farley
Managing PartnerCRD 1308040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1.9M in ETFs
100%
$1.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI CHINA ETF (MCHI) | BlackRock | Passive | China Region | $1.9M | 34,220 | 100.00% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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