Hypatia Capital Management LLC

RIASEC RegisteredEst. 2022
Total AUM
$6.9M
Discretionary
$6.9M
100% of AUM
Avg account
$6.9M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
311411
Registered since
September 12, 2022
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Hypatia Capital Management LLC is a limited liability company that registered with the SEC in 2022 and is classified as an institutional registered investment adviser. The firm identifies its client base as institutional and is neither a capital allocator nor a pension consultant. Ownership is reported as a mix of a domestic entity and an individual. Advisory services focus on portfolio management for investment companies, and the firm charges fees as a percentage of assets under management. It operates on a discretionary basis and does not describe itself as an active ESG investor. Hypatia is not flagged as a multi-state adviser and has no related advisers noted.

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

Owners & executives

1 of 1
  • John Grenawalt

    John Grenawalt

    Chief Operating OfficerCRD 6394102

Contacts

1 of 1
  • Patricia Lizarraga

    Patricia Lizarraga

    Managing PartnerCRD 1931109

Wealth teams

FINTRX

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
430 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth