Polpo Capital Management LLC

RIASEC RegisteredEst. 2023
Total AUM
$299M
Discretionary
$299M
100% of AUM
Avg account
$74.9M
Accounts
4
Employees
5
Advisory reps
3

Firm details

Headquarters
,
CRD number
323907
Registered since
February 2, 2023
Custodians
CLEARING OTC TRADES AND HOLDING ASSETS AT BANK AS CUSTODIAN
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.95%
  • Insurance Companies30.05%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Polpo Capital Management LLC is an SEC-registered investment manager organized as a limited liability company and registered in 2023. The firm positions itself as a hedge fund manager serving an institutional client base and operates as a sponsor, general partner, and managing member of pooled investment vehicles. Its regulatory/business activities include acting as a CPO/CTA and providing portfolio management for pooled vehicles. Compensation is tied to both a percentage of assets under management and performance-based fees. Polpo is not identified as an active ESG investor and is not described as a multistate adviser.

Assets & Accounts

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

Asset composition

Asset composition: Other 95%, Cash & Cash Equivalents 5%95%
  • Other95%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3
  • Brandon Baer

    Brandon Baer

    Chief Operating Officer and Chief Compliance OfficerCRD 5154169

  • Daniel Mcnamara

    Founder & Chief Investment OfficerCRD 4889660

  • Fang Yue Wang

    Chief Financial OfficerCRD 5700061

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth