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
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 a limited partnership registered as an investment adviser in 2017 that operates primarily as a private equity fund sponsor and manager of pooled investment vehicles. The firm targets institutional investors and combines traditional private equity sponsorship with roles that include serving as a commodity pool operator/commodity trading adviser and as a general partner or managing member of its funds. Fee arrangements include a standard percentage-of-AUM component alongside performance-based fees. Ownership of the firm is split between individual and foreign-entity stakeholders. The firm is also identified as an active ESG investor, indicating that environmental, social or governance factors are incorporated into its investment process to some degree.

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
  • Matthew Murphy

    Chief Compliance Officer and General CounselCRD 8057189

Contacts

3 of 4
  • Michael Lay

    Michael Lay

    Managing PartnerCRD 6029637

  • David Copeland

    DirectorCRD 8062769

  • Adam Shantz

    Managing PartnerCRD 8240345

Unlock 1 more contacts

Wealth teams

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth