Manole Capital Management LLC

RIASEC Registered
Total AUM
$109M
Discretionary
$109M
100% of AUM
Avg account
$2.3M
Accounts
47
Employees
2
Advisory reps
2

Firm details

Headquarters
Tampa, Florida
CRD number
281954
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles85.44%
  • HNWI13.54%
  • Individuals0.96%
  • Other Investment Advisers0.06%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Manole Capital Management LLC is a privately owned limited liability company that operates with a hedge-fund orientation and serves both individual/family and institutional clients. The firm bills for management as a percentage of assets and also charges performance-based fees, and it provides portfolio management across client types including individuals/small businesses, pooled investment vehicles, and other institutions. The firm also functions as sponsor, general partner and managing member of pooled investment vehicles it advises, indicating an active role in structuring and operating its private funds. Manole does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 81%, Cash & Cash Equivalents 19%81%
  • Exchange Traded Equities81%
  • Cash & Cash Equivalents19%

Owners & executives

2 of 2
  • Warren Fisher

    Warren Fisher

    CEO & FounderCRD 6589225

  • Kurt Winslow

    Kurt Winslow

    Chief Operating OfficerCRD 7720461

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
Commerce Club Oxford Exchang Blvd
Time zone
ET (UTC-5)
Office locations

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