MOTIVE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$5.4B
Discretionary
$5.4B
100% of AUM
Avg account
$139M
Accounts
39
Employees
103
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
285341
Registered since
July 5, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Motive Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2019. The firm positions itself as a manager of pooled investment vehicles with primary focus on private equity and venture capital strategies and also engages in hedge fund allocations. Its clients are institutional, and the firm charges both asset-based fees and performance fees. Motive acts in sponsor/GP and managing member roles for pooled vehicles and provides portfolio management services for those funds. It does not identify 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

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • KRISTY TRIESTE

    Founding PartnerCRD 4009193

  • Oded Cedar

    CCO, Managing DirectorCRD 7528042

  • Paul Luc Heyvaert

    Registered RepresentativeCRD 6706802

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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
7 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth