MORGAN RIO CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2013
Total AUM
$339M
Discretionary
$339M
100% of AUM
Avg account
$30.8M
Accounts
11
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
162500
Registered since
July 5, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles85.69%
  • Corporations / Businesses14.31%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Morgan Rio Capital Management, LLC is a privately held, SEC-registered investment manager established in 2013 that operates as a combined hedge fund and private equity manager. The firm focuses on managing pooled investment vehicles and serves an institutional client base. It functions as sponsor, general partner and managing member for its funds, and provides portfolio management for those pooled vehicles. Compensation includes both a percentage-of-assets fee and performance-based fees. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

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: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • AMY SEGAL

    Chief Compliance Officer & Chief Operating OfficerCRD 2861803

Contacts

1 of 1
  • JACOBO BUZALI

    Managing PartnerCRD 2924496

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
445 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth