NEW 2ND CAPITAL

RIASEC RegisteredEst. 2018
Total AUM
$2.4B
Discretionary
$2.2B
95% of AUM
Avg account
$157M
Accounts
15
Employees
20
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
292254
Registered since
September 19, 2018
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

New 2nd Capital is organized as a limited partnership functioning primarily as a private equity fund sponsor and manager. The firm registered with the SEC in 2018 and targets institutional clients rather than retail households. Its operating model includes acting as sponsor, general partner and managing member of pooled investment vehicles, and it also conducts CPO/CTA activities and portfolio management for pooled vehicles. The firm reports a fee schedule that includes a percentage-of-assets component plus other fee arrangements, and it does not describe itself as a capital allocator. New 2nd Capital identifies as an active ESG investor, indicating environmental, social, and governance factors are part of its investment approach.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Angela Wu

    Chief Financial OfficerCRD 6776834

Contacts

3 of 5
  • JAMES TOWNSEND

    PartnerCRD 5907774

  • ARTHUR COLE

    PartnerCRD 5357388

  • JORDAN BRADLEY

    PartnerCRD 4438049

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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
666 3rd Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth