Felis Advantage, LP
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 335282
- Registered since
- December 9, 2025
- Custodians
- MORGAN STANLEY & CO. LLC, GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations66.67%
- Pooled Investment Vehicles33.33%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Felis Advantage, LP is a limited partnership that operates as a hedge fund and is registered with the SEC (registration year 2025). The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its compensation model combines a percentage of assets under management with performance-based fees. Felis Advantage reports affiliations consistent with sponsor and general-partner roles and participation as a CPO/CTA for pooled vehicles. The firm does not identify as an active ESG investor.
Assets & Accounts
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
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
2 of 2
Craig Foscaldo
COO/CFO/CCOCRD 5044283
Hyunji Lee
Chief Investment OfficerCRD 5774129
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 131 Dartmouth St
- Time zone
- ET (UTC-5)
- Office locations
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