Fitzwalter Capital (US) LLC

RIASEC RegisteredEst. 2021
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$319M
Accounts
10
Employees
9
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
311629
Registered since
January 4, 2021
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fitzwalter Capital (US) LLC is an SEC-registered institutional RIA formed as an LLC in 2021 that serves institutional clients through portfolio management of pooled investment vehicles. The firm operates under a fixed-fee structure and is organized to act as adviser, sponsor, general partner and managing member for pooled funds rather than as a traditional multi-state retail adviser. It is not an active ESG investor, does not position itself as a pension consultant, and is not designated as a capital allocator in the source data.

Assets & Accounts

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

1 of 1
  • Esther Scott

    Esther Scott

    COOCRD 7329638

Contacts

3 of 4
  • Benjamin Brazil

    Benjamin Brazil

    Co-Founder and PartnerCRD 7309366

  • Hayden Jones

    Hayden Jones

    PartnerCRD 2906396

  • David Light

    David Light

    PartnerCRD 5127882

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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
106 W 56th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth