Oribel Capital Management, LP

RIASEC RegisteredEst. 2017
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$124M
Accounts
11
Employees
11
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
283118
Registered since
July 28, 2017
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Oribel Capital Management, LP is a limited partnership operating as a hedge fund manager and registered with the SEC since 2017. The firm’s client base is institutional, and it runs pooled investment vehicles where its primary advisory activity is portfolio management for those vehicles. Oribel also functions in CPO/CTA capacities and acts as sponsor/GP/managing member of pooled funds. Its fee schedule includes a percentage-of-assets component, performance-based fees and other fees. The firm is not characterized as an active ESG investor.

Assets & Accounts

Public Holdings

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
  • Charles Leone

    Charles Leone

    CFOCRD 2022676

Contacts

3 of 3
  • Mikal Patel

    Founding PartnerCRD 5148321

  • Gregory Brenner

    OwnerCRD 2800348

  • Adam Brenner

    Adam Brenner

    Founding PartnerCRD 6618929

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$9.7M in ETFs

Passive

100%

$9.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$2.3M5,40024.06%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
477 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth