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 small, active investment manager organized as an LLC and operating hedge-fund-style strategies alongside separately managed accounts. The firm serves both high-net-worth individuals and families and institutional clients, and it acts as sponsor, general partner and managing member of pooled investment vehicles. Its advisory activity spans portfolio management for individuals and small businesses as well as pooled vehicles and institutional mandates. Fee arrangements include percentage-of-AUM and performance-based components, which aligns incentives toward active, return-seeking strategies rather than passive beta provision. The firm does not position itself as an ESG investor. Public-market equities are the primary area of emphasis: the firm shows a clear preference for exchange-traded instruments and uses both SMA wrappers and pooled funds to implement its ideas. The combination of hedge fund classification, pooled vehicles and performance fees indicates the manager runs active, potentially opportunistic strategies that can include concentrated equity exposure, hedging and short or derivative positions within fund structures.

Assets & Accounts

Public Holdings

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

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

    CEO & FounderCRD 6589225

  • 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 Clb Oxford Exchange Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth