ONCAP MANAGEMENT PARTNERS L.P.

RIASEC RegisteredEst. 2017
Total AUM
$3.7B
Discretionary
$3.7B
100% of AUM
Avg account
$218M
Accounts
17
Employees
174
Advisory reps
5

Firm details

Headquarters
TORONTO,
CRD number
161167
Registered since
June 12, 2017
Website
oncap.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Oncap Management Partners L.P. is organized as a limited partnership and registered with the SEC in 2017. The firm operates as a private equity fund manager focused on institutional clients. Its ownership includes both individual and foreign-entity stakeholders. Oncap functions as an active manager and sponsor: it provides portfolio management for pooled investment vehicles and is identified with roles typical of a sponsor, general partner, or managing member. The firm also carries CPO/CTA designations, indicating it may run commodity pools or provide commodity trading advice alongside private fund activities. Compensation combines a percentage-of-assets management fee with performance-based fees, and the firm reports active ESG investment practices.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • MATTHEW MURPHY

    Chief Compliance Officer and General CounselCRD 8057189

Contacts

3 of 4
  • MICHAEL LAY

    Managing PartnerCRD 6029637

  • DAVID COPELAND

    DirectorCRD 8062769

  • ADAM SHANTZ

    CRD 8240345

Unlock 1 more contacts

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

TORONTO, null

Location

TORONTO, null

Headquartered in TORONTO, null.

Address
161 Bay St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth