MILL ROAD CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$754M
Discretionary
$754M
100% of AUM
Avg account
$151M
Accounts
5
Employees
12
Advisory reps
4

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
157095
Registered since
March 5, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mill Road Capital is an SEC-registered LLC that operates as a hedge fund manager focused on institutional clients. Founded for registration purposes in 2012, the firm serves as an adviser to pooled investment vehicles and also functions as sponsor, general partner, and managing member of those vehicles. Its compensation combines asset-based fees with performance-based fees. Mill Road Capital does not report an active ESG investing program and is not designated as a multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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

Owners & executives

1 of 1
  • LISA MCGOVERN

    Managing Director, Chief Financial Officer and Chief Compliance OfficerCRD 2235951

Contacts

3 of 3
  • THOMAS LYNCH

    Senior Managing Director, FounderCRD 2127652

  • ERIC YANAGI

    Managing DirectorCRD 4828994

  • DEVEN PETITO

    Managing DirectorCRD 4981732

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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
334 Pemberwick Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth