Findell Capital Management LLC

RIASEC RegisteredEst. 2024
Total AUM
$376M
Discretionary
$376M
100% of AUM
Avg account
$93.9M
Accounts
4
Employees
3
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
307394
Registered since
April 18, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Findell Capital Management LLC is an SEC-registered hedge fund adviser (registration effective 2024) that serves institutional clients. The firm operates as a limited liability company and combines percentage-of-AUM and performance-based fee arrangements. Its regulatory filings list CPO/CTA responsibilities and portfolio management for pooled investment vehicles; the firm also functions as sponsor/GP/managing member for those vehicles. Findell does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

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

3 of 3
  • Jane Shahmanesh

    Chief Compliance OfficerCRD 4264734

  • Brian Finn

    Founder & CIOCRD 7228822

  • Ryan Voerg

    Chief Financial Officer and Chief Operating OfficerCRD 7915474

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

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
88 Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth