Oresund Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 166773
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI81.11%
- Pooled Investment Vehicles18.89%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Oresund Capital LLC operates as a small, equity-focused hedge structure that manages concentrated public-market exposure alongside private-placement and venture allocations. The firm serves both individual and institutional clients and acts as sponsor/GP and managing member for at least one pooled vehicle. Investment activity centers on exchange-traded equities as the core exposure, supplemented by a single hedge fund the firm advises, and selective allocations to venture capital and private placements. Its fee model combines a percentage-of-assets charge with performance-based fees, consistent with hedge-fund-style compensation. Advisory services are split between portfolio management for individuals and small businesses and management of pooled investment vehicles. That combination, together with the firm’s sponsor/GP role, suggests Oresund structures bespoke vehicles for concentrated strategies and direct private deals alongside liquid public positions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities80%
- US Government Bonds11%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Daniel Joensen
Managing PartnerCRD 5745516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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