IRENIC CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2022
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$126M
Accounts
19
Employees
12
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
319645
Registered since
May 5, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Irenic Capital Management LP is a privately organized alternative asset manager that operates as a limited partnership. Registered with the SEC in 2022, the firm functions as a multi-strategy operator with activities spanning hedge fund and private equity fund management. Its client base is institutional, and it charges a mix of asset-based fees alongside performance-linked compensation. The firm provides portfolio management for pooled investment vehicles and also acts as sponsor, general partner and managing member of pooled vehicles it runs. Irenic does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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
  • JOSHUA BRODMAN

    CFO & CCOCRD 7051114

Contacts

2 of 2
  • ANDREW DODGE

    Co-founder, Director of ResearchCRD 4983839

  • Adam Katz

    Co-FounderCRD 7521991

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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
ISHARES 1-3 YEAR TREASURY BOND ETF (SHY)BlackRockPassiveShort Government$2.5M30,000100.00%

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
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth