JONES ROAD CAPITAL MANAGEMENT, L.P.

RIASEC RegisteredEst. 2018
Total AUM
$350M
Discretionary
$350M
100% of AUM
Avg account
$87.6M
Accounts
4
Employees
6
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
296822
Registered since
November 15, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Jones Road Capital Management, L.P. is a limited partnership that operates as a hedge fund and serves institutional clients. The firm is registered with the SEC (since 2018) and performs portfolio management for pooled investment vehicles, functioning in roles that include CPO/CTA and sponsor/GP/managing member of pooled vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees. Jones Road Capital is not positioned as a capital allocator to third-party managers, does not present itself as a multi-state adviser, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • AARON WERTENTHEIL

    Managing Partner and Chief Executive OfficerCRD 3095384

Contacts

3 of 3
  • ANDREW DAVIS

    Director of OperationsCRD 7972960

  • JAMES CONNOLLY

    Partner and Senior Managing DirectorCRD 6951223

  • TYLER ZOU

    Investment ProfessionalCRD 5937255

Wealth teams

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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
370 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth