General Equity Holdings LP

RIASEC RegisteredEst. 2018
Total AUM
$310M
Discretionary
$310M
100% of AUM
Avg account
$103M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
Brooklynn, New York
CRD number
287823
Registered since
March 1, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

General Equity Holdings LP is a limited partnership organized as a hedge fund manager and commodity pool/operator (CPO/CTA). The firm, SEC-registered in 2018, serves an institutional client base and primarily provides portfolio management for pooled investment vehicles while also acting as sponsor, general partner, or managing member of such vehicles. Its fee model combines a percentage-of-assets charge with performance-based fees. The manager is not positioned as a capital allocator and does not identify as an active ESG investor.

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
  • Elizabeth Kostolansky

    Elizabeth Kostolansky

    COO, CCO, CFOCRD 2406353

Contacts

1 of 1
  • Andrew Bellas

    Managing PartnerCRD 4689594

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Brooklynn, NY

Kings

Location

Brooklynn, NY

Headquartered in Brooklynn, 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
Kings
Address
45 Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth