Manor Road Capital Partners, LLC

RIASEC RegisteredEst. 2013
Total AUM
$5.6M
Discretionary
$5.6M
100% of AUM
Avg account
$1.1M
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
165485
Registered since
July 1, 2013
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Manor Road Capital Partners, LLC is a limited liability company that specializes in portfolio management for individuals and small businesses. Founded in 2013, the firm operates under an individual ownership structure and does not classify itself under any specific category. The firm primarily serves individual and family clients, employing a fee structure that includes a percentage of assets under management and performance-based fees. While the firm is not an active ESG investor and does not operate as a multi-state adviser, it focuses on providing tailored investment strategies to its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • John Ku

    Managing MemberCRD 4439270

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

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth