Petra Capital Management, Inc.

RIASEC RegisteredEst. 2015

Total AUM

$748M

Discretionary

$730M

98% of AUM

Avg account

$44M

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
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations44.07%
Pooled Investment Vehicles30.11%
Sovereign Wealth Funds15.49%
Pension & Profit Sharing Plans7.31%
Corporations / Businesses2.41%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Petra Capital Management, Inc. is a privately owned, SEC-registered advisory firm (registered in 2015) that serves primarily institutional clients. The firm provides discretionary portfolio management across several client types, including individuals and small businesses, pooled investment vehicles, and corporate or institutional accounts. Its compensation model combines a percentage-of-AUM fee with the possibility of performance-based fees. Petra does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.