ISOS CAPITAL MANAGEMENT, LP

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
313302

Firm profile

FINTRX

Overview

Isos Capital Management, LP is a small limited partnership that functions primarily as a sponsor and general partner for pooled investment vehicles. Its regulatory profile is minimal: it is listed as a domestic entity with an unclassified adviser status, not identified as a multi-state or ESG-focused adviser, and it does not present as a capital allocator to third-party managers. The firm’s activity is concentrated in private fund management rather than providing a broad suite of retail advisory services; available records show the firm operating via owned pooled vehicles rather than through separately managed client relationships. The firm’s ownership appears tightly held, with a small number of principals controlling the business and its fund interests. That ownership concentration, together with the single private fund in the capital stack, suggests a boutique operator that runs manager-led transactions or concentrates on a narrow set of private equity opportunities rather than a diversified wealth-management platform.

Assets & Accounts

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

2 of 2
  • MICHELLE WILSON

    Co-CEOCRD 7442944

  • GEORGE BARRIOS

    Co-CEOCRD 1561787

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, 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
FAIRFIELD
Address
55 Post Rd W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth