Petra Capital Management, Inc.

RIASEC RegisteredEst. 2015

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$110M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Seoul,
CRD number: 277042
Registered since: July 16, 2015
Website: www.petracm.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, WOORI BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations43.98%
Pooled Investment Vehicles30.19%
Sovereign Wealth Funds15.81%
Pension & Profit Sharing Plans8.17%
Insurance Companies0.86%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Petra Capital Management, Inc. is an institutional registered investment adviser founded in 2015 that manages investment portfolios for institutional clients and pooled vehicles. The firm operates as a corporation with individual ownership and focuses on discretionary portfolio management for a mix of institutions, businesses, and smaller individual or business clients. Compensation arrangements include asset-based fees alongside performance-linked fees. Petra is not positioned as an ESG investor, does not serve as a pension consultant, and is not identified as a multi-state adviser.