KIZE CAPITAL LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 305608
- Registered since
- December 12, 2019
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles92.98%
- Insurance Companies7.02%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kize Capital LP is a hedge-fund–structured limited partnership that registered with the SEC in 2019 and serves institutional investors. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its compensation combines a percentage-of-assets fee with performance-based economics. The adviser is not presented as an ESG-focused manager and does not report multi-state adviser status.
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
- Other100%
Owners & executives
2 of 2DANIEL MOSS
CEO and Portfolio ManagerCRD 4688149
JACQUELINE WALSH
Chief Compliance OfficerCRD 7249454
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 333 Hudson St
- Time zone
- ET (UTC-5)
- Office locations
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