Nipun Capital, L.P.
Firm details
- Headquarters
- Foster City, California
- CRD number
- 159752
- Registered since
- July 5, 2013
- Website
- www.nipuncapital.com
- Custodians
- J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles65.64%
- Other Investment Advisers34.36%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nipun Capital, L.P. is a limited partnership operating as a hedge fund manager that focuses on institutional clients and pooled investment vehicles. The firm is SEC-registered (since 2013) and serves as a portfolio manager for pooled funds and for businesses or institutions. Its operating roles include acting as a CPO/CTA and serving as sponsor, general partner or managing member for its pooled vehicles. Fee arrangements combine an asset-based charge with performance fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Joshua Margulies
Head of Investment OperationsCRD 6217367
Pooja Malik
Founding PartnerCRD 4558007
Kenneth Hui
Founding PartnerCRD 6575146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$168M in ETFs
100%
$168M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INDIA ETF (INDA) | BlackRock | Passive | India Equity | $82.1M | 1,663,155 | 48.77% |
Location
Foster City, CA
San Mateo
Location
Foster City, CA
Headquartered in Foster City, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 950 Tower Ln
- Time zone
- PT (UTC-8)
- Office locations
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