LONETREE CAPITAL, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 321784
- Registered since
- June 10, 2022
- Website
- lonetreecap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3MICHAEL DEVINE
PartnerCRD 5788846
ROBERT KOVEN
PartnerCRD 5224097
MATTHEW KOVEN
Managing PartnerCRD 5356447
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
- 320 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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