GILEAD CAPITAL LP

RIASEC RegisteredEst. 2016
Total AUM
$39.1M
Discretionary
$39.1M
100% of AUM
Avg account
$13M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
282023
Registered since
January 27, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gilead Capital LP is a limited partnership that operates as a hedge fund manager and pooled-vehicle sponsor. Registered as an adviser in 2016, the firm serves institutional clients and conducts portfolio management for pooled investment vehicles while also performing CPO/CTA functions. The firm’s business model combines running its own hedge fund vehicles with sponsor and managing-member roles in pooled structures, and it charges both a percentage-of-assets management fee and performance-based fees. Investment activity centers on pooled vehicles and third-party alternative managers rather than direct retail wealth management. The firm is not positioned as an ESG-focused allocator and does not operate as a multi-state adviser. Given its client base and fee structure, Gilead Capital emphasizes institutional-style mandates and performance-oriented strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • JEFFREY STRONG

    Founding Partner and Chief Investment OfficerCRD 6599894

  • SEMANTI KULKARNI

    Chief Compliance OfficerCRD 5001595

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
1501 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth