LISANTI CAPITAL GROWTH LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 130023
- Registered since
- January 5, 2004
- Website
- lisanticap.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government72.34%
- Pooled Investment Vehicles15.58%
- Charitable Organizations4.12%
- Investment Companies4.05%
- Pension & Profit Sharing Plans3.1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lisanti Capital Growth LLC is an SEC-registered investment adviser organized as a limited liability company and active since 2004. The firm manages portfolios for a mix of institutional and private clients, offering discretionary portfolio management across individuals/small businesses, pooled investment vehicles, investment companies, and institutional clients. Fees are charged as a percentage of assets under management. Lisanti is not described as a multi-state or ESG-focused adviser and does not present itself as a capital allocator; it operates in affiliation with broker-dealer and other investment-adviser activities.
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1MONIQUE SCHULMAN
Chief Compliance OfficerCRD 1225088
Contacts
2 of 2MARY LISANTI
President and Portfolio ManagerCRD 872690
TIMOTHY WOODS
Senior Managing DirectorCRD 1725598
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
- 777 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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