MUTIMA CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2016
Total AUM
$337M
Discretionary
$337M
100% of AUM
Avg account
$67.5M
Accounts
5
Employees
3
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
284629
Registered since
July 25, 2016
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Corporations / Businesses87.36%
  • Pension & Profit Sharing Plans11.44%
  • Pooled Investment Vehicles1.21%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mutima Capital Management LLC is a small, institutionally focused hedge fund manager that runs pooled investment vehicles and manages portfolios for businesses or institutional clients. The firm emphasizes equity exposure, using exchange-traded instruments as its primary implementation vehicle, and operates with a mix of fee arrangements—percentage of AUM, fixed fees and performance-based fees. It serves an institutional client base, acts as sponsor/GP/managing member on pooled vehicles it advises, and is not positioned as an active ESG investor. Investment activity centers on concentrated equity allocations implemented primarily through exchange-traded equities and ETFs, while the firm also operates private hedge fund vehicles. Its advisory mandate is geared toward pooled vehicles and institutional portfolios rather than mass retail relationships, reflecting a boutique structure that combines asset management and fund sponsorship.

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • JOHN LESNIK

    COO & CCOCRD 6685197

Contacts

1 of 1
  • TIMOTHY SEBUNYA

    Portfolio ManagerCRD 6685190

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

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
483 10th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth