MACQUARIE CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2024
Total AUM
$330M
Discretionary
$330M
100% of AUM
Avg account
$330M
Accounts
1
Employees
75
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
293250
Registered since
July 8, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Macquarie Capital Partners LLC is an SEC-registered investment adviser focused on institutional clients and pooled investment vehicles. Registered in 2024, the firm serves as a portfolio manager for pooled funds and charges a mix of percentage-of-AUM and performance-based fees. It identifies as an active ESG investor, which suggests ESG considerations are integrated into manager selection, due diligence and ongoing monitoring of holdings. The firm’s corporate footprint and regulatory affiliations are broad: it is associated with broker-dealer activity, municipal advisory work, security-based swap dealing, commodity prime brokerage/CTA roles, banking or trust capabilities and sponsorship or management of pooled investment vehicles. Those affiliations indicate the firm has the legal and operational infrastructure to originate, sponsor and administer private funds and to use a range of market structures and derivatives where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • PAULINA CHAN

    Chief Compliance OfficerCRD 3211559

Contacts

3 of 3
  • WILLIAM ECKMANN

    DirectorCRD 4565118

  • Kevin Hwang

    Managing DirectorCRD 7325673

  • BENJAMIN HODGSON

    Managing DirectorCRD 7187520

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
660 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth