KALEIDOSCOPE CAPITAL
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 282159
- Registered since
- April 19, 2017
- Website
- www.kldscap.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles98.33%
- Corporations / Businesses1.67%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kaleidoscope Capital is a limited partnership operating as a hedge fund adviser to institutional clients. The firm registered with the SEC in 2017 and is owned as a mix of a domestic entity and individuals. It provides portfolio management for pooled investment vehicles and for businesses or institutions, and it conducts business activities consistent with a commodity pool operator/commodity trading adviser and other financial product sales. Compensation is a combination of a percentage of assets under management and performance-based fees. Kaleidoscope Capital does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Derivatives42%
- State & Local Bonds16%
Owners & executives
1 of 1NIPUN NANDA
Founding Partner & Chief Investment OfficerCRD 4417715
Contacts
1 of 1DAVID BERRY
CCOCRD 5931290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$241M in ETFs
81%
$195M
0%
$46.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $49.8M | 76,560 | 20.63% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 33 Arch St
- Time zone
- ET (UTC-5)
- Office locations
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