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 an independent, SEC‑registered investment adviser organized as an LLC and in operation since 2013. The firm is owned by an individual and focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family investors. Compensation is through a percentage of assets under management and may include performance‑based fees. Manor Road does not identify as an active ESG investor, and it presents itself as a single‑state adviser rather than a multi‑state practice.

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

FINTRX

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

FINTRX

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth