LISANTI CAPITAL GROWTH LLC

RIASEC RegisteredEst. 2004
Total AUM
$432M
Discretionary
$432M
100% of AUM
Avg account
$21.6M
Accounts
20
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
130023
Registered since
January 5, 2004
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • MONIQUE SCHULMAN

    Chief Compliance OfficerCRD 1225088

Contacts

2 of 2
  • MARY LISANTI

    President and Portfolio ManagerCRD 872690

  • TIMOTHY WOODS

    Senior Managing DirectorCRD 1725598

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
777 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth