IRTH CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2024
Total AUM
$218M
Discretionary
$178M
81% of AUM
Avg account
$43.7M
Accounts
5
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
330696
Registered since
July 19, 2024
Custodians
GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC., DEUTSCHE BANK SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Other85.03%
  • Pooled Investment Vehicles14.97%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Irth Capital Management, LP is organized as a limited partnership and serves institutional clients. The firm provides portfolio management for pooled investment vehicles and also functions as a sponsor/GP/managing member of such vehicles, indicating it both runs funds and allocates capital within those structures. Fee arrangements include a percentage-of-assets component and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

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

Asset composition

Asset composition: Exchange Traded Equities 78%, Derivatives 22%78%
  • Exchange Traded Equities78%
  • Derivatives22%

Owners & executives

2 of 2
  • FRANK BOSCO

    Chief Operating Officer, Chief Financial Officer, and Chief Compliance OfficerCRD 5795046

  • WAQAS AHMAD

    Chief Compliance ManagerCRD 5426615

Contacts

1 of 1
  • MATTHEW BRADSHAW

    Executive ChairmanCRD 4662730

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
1 Hanover Sq
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth