GARNET EQUITY CAPITAL HOLDINGS, INC.

RIASEC RegisteredEst. 2013
Total AUM
$339M
Discretionary
$339M
100% of AUM
Avg account
$170M
Accounts
2
Employees
7
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
161948
Registered since
June 21, 2013
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Garnet Equity Capital Holdings, Inc. is organized as a corporation and operates as a hedge fund adviser focused on institutional clients. The firm is SEC‑registered (since 2013) and describes its advisory activity as portfolio management for pooled investment vehicles; it also appears to serve in sponsor/GP and managing‑member roles for those vehicles. Ownership is listed as an individual owner. Fee arrangements include asset‑based fees, performance fees and other fee types. Garnet does not identify itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • GABRIEL OLIVERI

    Chief Financial OfficerCRD 2281319

Contacts

3 of 3
  • DAVID COHEN

    SecretaryCRD 1788866

  • JOSEPH COHEN

    PresidentCRD 1765362

  • ABRAHAM SHAMAH

    FounderCRD 4464294

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$2.5M in ETFs

Passive

100%

$2.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPROTT URANIUM MINERS ETF (URNM)SprottPassiveNatural Resources$2.5M39,686100.00%

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
575 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth