LONETREE CAPITAL, LLC

RIASEC RegisteredEst. 2022
Total AUM
$229M
Discretionary
$229M
100% of AUM
Avg account
$45.9M
Accounts
5
Employees
12
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
321784
Registered since
June 10, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lonetree Capital, LLC is organized as a limited liability company and is registered with the SEC as an adviser since 2022. The firm operates as a private equity fund manager and provides portfolio management for pooled investment vehicles, acting in sponsor and general partner capacities. Its client base is institutional, and it charges a combination of percentage-of-AUM fees and performance-based fees—consistent with incentive-driven private equity structures. Lonetree Capital is not positioned as a third-party capital allocator; rather, it manages and sponsors closed pooled vehicles and maintains affiliations that include broker-dealer and sponsor roles alongside serving as managing member of its funds. The firm does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • MICHAEL DEVINE

    PartnerCRD 5788846

  • ROBERT KOVEN

    PartnerCRD 5224097

  • MATTHEW KOVEN

    Managing PartnerCRD 5356447

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
320 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth