Mendon Capital Advisors Corp

RIASEC RegisteredEst. 1999
Total AUM
$254M
Discretionary
$254M
100% of AUM
Avg account
$84.6M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
Key Largo, Florida
CRD number
113058
Registered since
May 14, 1999
Custodians
RBC CLEARING AND CUSTODY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies91.53%
  • Pooled Investment Vehicles4.79%
  • Other Investment Advisers3.69%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mendon Capital Advisors Corp is a corporation operating as a hedge fund manager focused on institutional clients. The firm provides portfolio management for investment companies and for pooled investment vehicles, and it also acts as sponsor, general partner and managing member of pooled vehicles it oversees. Its fee model combines a percentage-of-assets component with performance-based fees. Mendon is not positioned as a multi-state adviser or pension consultant, and it does not self-identify as an active ESG investor.

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: Other 100%100%
  • Other100%

Contacts

2 of 2
  • Anton Schutz

    Anton Schutz

    PresidentCRD 2006271

  • Daniel Goldfarb

    Daniel Goldfarb

    Portfolio ManagerCRD 1179336

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

FINTRX

Location

Primary office

Key Largo, FL

Monroe

Location

Key Largo, FL

Headquartered in Key Largo, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Monroe
Address
Executive Ctr Ocean Reef 249 Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth