NEW STATE CAPITAL PARTNERS

RIASEC RegisteredEst. 2015
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$103M
Accounts
19
Employees
35
Advisory reps
5

Firm details

Headquarters
NEW ROCHELLE, New York
CRD number
170409
Registered since
May 20, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

New State Capital Partners is a private equity-focused investment adviser that manages pooled investment vehicles for institutional clients. The firm operates primarily as a sponsor and general partner, acting as managing member of multiple closed-end funds and private vehicles. Its investment activity centers on private equity but it also allocates to other alternative strategies — hedge funds, private credit and real estate — to construct diversified private-market exposures. New State Capital Partners charges a combination of percentage-of-AUM and performance-based fees, aligning compensation with both asset scale and realized results. The firm describes itself as an active ESG investor, incorporating environmental, social and governance factors into manager selection and ongoing monitoring of portfolio companies.

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

Owners & executives

1 of 1
  • ANDREA CIPRIANI

    Chief Financial Officer & Chief Compliance OfficerCRD 2450015

Contacts

3 of 4
  • FREDERICK LARNED

    Sr. PrincipalCRD 6750042

  • DAVID BLECHMAN

    Sr. PrincipalCRD 4463360

  • JOHN KIM

    Sr. PrincipalCRD 3170699

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEW ROCHELLE, NY

WESTCHESTER

Location

NEW ROCHELLE, NY

Headquartered in NEW ROCHELLE, 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
WESTCHESTER
Address
270 North Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth