Parafi Capital LP

RIASEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$121M
Accounts
15
Employees
21
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
294670
Registered since
July 30, 2021
Website
parafi.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

Parafi Capital LP is a multi-strategy investment manager organized as a limited partnership and registered with the SEC in 2021. The firm serves institutional clients and runs pooled investment vehicles, positioning itself across hedge fund, private equity and venture capital structures while also operating in commodity trading as a CPO/CTA. Its fee model combines an asset-based charge with performance fees. Parafi is not classified as an active ESG investor and does not advertise multi-state advisory status. The firm functions as sponsor, general partner or managing member of pooled vehicles and provides portfolio management for those funds. That operating posture, together with its classification as both a fund manager and a CPO/CTA, indicates Parafi mixes proprietary fund management with the operational infrastructure needed to run third-party-style pooled products.

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

Contacts

3 of 4
  • Adrian Uberto

    Adrian Uberto

    PartnerCRD 5918975

  • Benjamin Forman

    Benjamin Forman

    Founder & Managing PartnerCRD 5366310

  • Kevin Yedid-Botton

    Kevin Yedid-Botton

    Portfolio ManagerCRD 7245293

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$160M in ETFs

Passive

100%

$160M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
BITWISE BITCOIN ETF (BITB)BitwisePassiveDigital Assets$54.2M1,700,00033.91%

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
41 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth