HAYBEACH CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2026
Total AUM
$173M
Discretionary
$83.1M
48% of AUM
Avg account
$21.6M
Accounts
8
Employees
4
Advisory reps
3

Firm details

Headquarters
RYE, New York
CRD number
327539
Registered since
May 1, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Haybeach Capital Management, LLC is an SEC-registered private equity adviser organized as a limited liability company and oriented to institutional investors. The firm operates as sponsor, general partner and managing member for pooled investment vehicles, providing portfolio management for closed or pooled structures rather than one-off advisory mandates. Compensation combines a percentage-of-assets model with performance-based fees, consistent with a typical private equity carry structure. The firm does not position itself as an ESG-focused investor and is not listed as a multi-state or pension consultant adviser. FINTRX classifies Haybeach as a private equity fund manager rather than a capital allocator; its advisory activity centers on running and managing private funds for institutional clients.

Assets & Accounts

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

Contacts

3 of 3
  • NEIL DESAI

    Founder and PartnerCRD 4560756

  • DARREN YULFO

    Head of OriginationCRD 5909379

  • BRADLY SCHWAB

    Founder and PartnerCRD 2765176

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RYE, NY

WESTCHESTER

Location

RYE, NY

Headquartered in RYE, 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
WESTCHESTER
Address
555 Theodore Fremd Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth